AW
YHOO

ACG Wealth’s Yahoo Inc YHOO Stock Holding History

ACG Wealth’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-56,364
Closed -$2.28M – 198
2013
Q4 		$2.28M Sell
56,364
-11,209
-17% -$402K 0.58% 62
2013
Q3 		$2.24M Sell
67,573
-4,495
-6% -$127K 0.93% 35
2013
Q2 		$1.81M Buy
+72,068
New +$1.83M 0.71% 49

Other funds holding YHOO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BNP Paribas Financial Markets
BNP Paribas Financial Markets Paris, France $206B AUM 31.61% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return

ACG Wealth's YHOO Position: Q1 2014 in Review

ACG Wealth sold out of Yahoo Inc (YHOO) in Q1 2014, closing a stake of 56,364 shares — an estimated $2.28M sold.

ACG Wealth first reported a position in YHOO in Q2 2013 and held it in 3 quarters. The position peaked at $2.28M in Q4 2013. 655 funds tracked by Wall St. Rank hold YHOO as of Q1 2014.

  • ACG Wealth reported no remaining Yahoo Inc position as of Q1 2014 after selling out during the quarter.
  • ACG Wealth sold 56,364 Yahoo Inc shares in Q1 2014, an estimated $2.28M.
  • ACG Wealth first reported a position in Yahoo Inc in Q2 2013 and held it in 3 quarters.
  • ACG Wealth's Yahoo Inc position peaked at $2.28M in Q4 2013.
  • 655 funds tracked by Wall St. Rank held Yahoo Inc as of Q1 2014.

Based on ACG Wealth's 13F filing for Q1 2014, filed 25 Apr 2014.