AR
BEL

Advisory Research’s Belmond Ltd. BEL Stock Holding History

Advisory Research’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-99,001
Closed -$1.35M – 454
2017
Q3 		$1.35M Sell
99,001
-618
-0.6% -$7.94K 0.02% 261
2017
Q2 		$1.32M Sell
99,619
-65,273
-40% -$818K 0.02% 284
2017
Q1 		$2M Buy
164,892
+28
+0% +$369 0.03% 251
2016
Q4 		$2.2M Buy
+164,864
New +$2.12M 0.03% 202

Other funds holding BEL

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
FS
Feinberg Stephen $2.61B AUM 15.12% 1-Year Est. Return
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Advisory Research's BEL Position: Q4 2017 in Review

Advisory Research sold out of Belmond Ltd. (BEL) in Q4 2017, closing a stake of 99,001 shares — an estimated $1.35M sold.

Advisory Research first reported a position in BEL in Q4 2016 and held it in 4 quarters. The position peaked at $2.2M in Q4 2016. 139 funds tracked by Wall St. Rank hold BEL as of Q4 2017.

  • Advisory Research reported no remaining Belmond Ltd. position as of Q4 2017 after selling out during the quarter.
  • Advisory Research sold 99,001 Belmond Ltd. shares in Q4 2017, an estimated $1.35M.
  • Advisory Research first reported a position in Belmond Ltd. in Q4 2016 and held it in 4 quarters.
  • Advisory Research's Belmond Ltd. position peaked at $2.2M in Q4 2016.
  • 139 funds tracked by Wall St. Rank held Belmond Ltd. as of Q4 2017.

Based on Advisory Research's 13F filing for Q4 2017, filed 8 Feb 2018.