9WM
CBB

9258 Wealth Management’s Cincinnati Bell Inc. CBB Stock Holding History

9258 Wealth Management’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-10,083
Closed -$148K – 289
2020
Q1 		$148K Sell
10,083
-32
-0.3% -$416 0.07% 248
2019
Q4 		$106K Buy
+10,115
New +$62.1K 0.04% 303

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
DAM
DLD Asset Management New York $1.1B AUM 4.68% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

9258 Wealth Management's CBB Position: Q2 2020 in Review

9258 Wealth Management sold out of Cincinnati Bell Inc. (CBB) in Q2 2020, closing a stake of 10,083 shares — an estimated $148K sold.

9258 Wealth Management first reported a position in CBB in Q4 2019 and held it in 2 quarters. The position peaked at $148K in Q1 2020. 155 funds tracked by Wall St. Rank hold CBB as of Q2 2020.

  • 9258 Wealth Management reported no remaining Cincinnati Bell Inc. position as of Q2 2020 after selling out during the quarter.
  • 9258 Wealth Management sold 10,083 Cincinnati Bell Inc. shares in Q2 2020, an estimated $148K.
  • 9258 Wealth Management first reported a position in Cincinnati Bell Inc. in Q4 2019 and held it in 2 quarters.
  • 9258 Wealth Management's Cincinnati Bell Inc. position peaked at $148K in Q1 2020.
  • 155 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q2 2020.

Based on 9258 Wealth Management's 13F filing for Q2 2020, filed 13 Aug 2020.