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Advisory Research’s Bladex Inc BLX Stock Holding History

Advisory Research’s Portfolio BLX Stock Details BLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-210,122
Closed -$5.83M – 433
2017
Q1 		$5.83M Buy
+210,122
New +$5.87M 0.09% 149
2016
Q3 		– Sell
-280,434
Closed -$7.43M – 256
2016
Q2 		$7.43M Buy
+280,434
New +$7.2M 0.13% 107
2016
Q1 		– Sell
-346,267
Closed -$8.98M – 262
2015
Q4 		$8.98M Sell
346,267
-3,483
-1% -$92.9K 0.14% 131
2015
Q3 		$8.1M Buy
349,750
+72,322
+26% +$1.91M 0.12% 146
2015
Q2 		$8.93M Buy
277,428
+28,804
+12% +$918K 0.1% 159
2015
Q1 		$8.15M Buy
248,624
+58,675
+31% +$1.79M 0.09% 160
2014
Q4 		$5.72M Sell
189,949
-796
-0.4% -$25.3K 0.06% 162
2014
Q3 		$5.85M Buy
+190,745
New +$5.95M 0.06% 158
2014
Q2 		– Sell
-341,404
Closed -$9.02M – 371
2014
Q1 		$9.02M Buy
341,404
+6,155
+2% +$160K 0.09% 150
2013
Q4 		$9.39M Sell
335,249
-81,182
-19% -$2.15M 0.1% 148
2013
Q3 		$10.4M Buy
416,431
+24,774
+6% +$613K 0.11% 151
2013
Q2 		$8.77M Buy
+391,657
New +$9.08M 0.1% 157

Other funds holding BLX

PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.59B AUM 23.47% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
MPM
Meritage Portfolio Management Overland Park, Kansas $1.51B AUM 26.61% 1-Year Est. Return

Advisory Research's BLX Position: Q2 2017 in Review

Advisory Research sold out of Bladex Inc (BLX) in Q2 2017, closing a stake of 210,122 shares — an estimated $5.83M sold.

Advisory Research first reported a position in BLX in Q2 2013 and held it in 12 quarters. The position peaked at $10.4M in Q3 2013. 21 funds tracked by Wall St. Rank hold BLX as of Q2 2017.

  • Advisory Research reported no remaining Bladex Inc position as of Q2 2017 after selling out during the quarter.
  • Advisory Research sold 210,122 Bladex Inc shares in Q2 2017, an estimated $5.83M.
  • Advisory Research first reported a position in Bladex Inc in Q2 2013 and held it in 12 quarters.
  • Advisory Research's Bladex Inc position peaked at $10.4M in Q3 2013.
  • 21 funds tracked by Wall St. Rank held Bladex Inc as of Q2 2017.

Based on Advisory Research's 13F filing for Q2 2017, filed 14 Aug 2017.