Advisory Research’s Popular Inc BPOP Stock Holding History

Advisory Research’s Portfolio BPOP Stock Details BPOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-7,500	Closed	-$232K	–	373
2014 Q1	$232K	Buy	+7,500	New	+$213K	﹤0.01%	310

Other funds holding BPOP

Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Advisory Research's BPOP Position: Q2 2014 in Review

Advisory Research sold out of Popular Inc (BPOP) in Q2 2014, closing a stake of 7,500 shares — an estimated $232K sold.

Advisory Research first reported a position in BPOP in Q1 2014 and held it in 1 quarter. The position peaked at $232K in Q1 2014. 195 funds tracked by Wall St. Rank hold BPOP as of Q2 2014.

Advisory Research reported no remaining Popular Inc position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 7,500 Popular Inc shares in Q2 2014, an estimated $232K.
Advisory Research first reported a position in Popular Inc in Q1 2014 and held it in 1 quarter.
Advisory Research's Popular Inc position peaked at $232K in Q1 2014.
195 funds tracked by Wall St. Rank held Popular Inc as of Q2 2014.

Based on Advisory Research's 13F filing for Q2 2014, filed 14 Aug 2014.