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Ada Investment Management’s Exponent EXPO Stock Holding History

Ada Investment Management’s Portfolio EXPO Stock Details EXPO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,390
Closed -$254K – 437
2015
Q3 		$254K Buy
+11,390
New +$251K 0.13% 318

Other funds holding EXPO

Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.22B AUM 2.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ada Investment Management's EXPO Position: Q4 2015 in Review

Ada Investment Management sold out of Exponent (EXPO) in Q4 2015, closing a stake of 11,390 shares — an estimated $254K sold.

Ada Investment Management first reported a position in EXPO in Q3 2015 and held it in 1 quarter. The position peaked at $254K in Q3 2015. 162 funds tracked by Wall St. Rank hold EXPO as of Q4 2015.

  • Ada Investment Management reported no remaining Exponent position as of Q4 2015 after selling out during the quarter.
  • Ada Investment Management sold 11,390 Exponent shares in Q4 2015, an estimated $254K.
  • Ada Investment Management first reported a position in Exponent in Q3 2015 and held it in 1 quarter.
  • Ada Investment Management's Exponent position peaked at $254K in Q3 2015.
  • 162 funds tracked by Wall St. Rank held Exponent as of Q4 2015.

Based on Ada Investment Management's 13F filing for Q4 2015, filed 19 Feb 2016.