Advisory Research’s Nasdaq NDAQ Stock Holding History

Advisory Research’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q2	–	Sell	-5,367	Closed	-$66K	–	557
2014 Q1	$66K	Buy	+5,367	New	+$69.3K	﹤0.01%	699

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

BIT

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Advisory Research's NDAQ Position: Q2 2014 in Review

Advisory Research sold out of Nasdaq (NDAQ) in Q2 2014, closing a stake of 5,367 shares — an estimated $66K sold.

Advisory Research first reported a position in NDAQ in Q1 2014 and held it in 1 quarter. The position peaked at $66K in Q1 2014. 328 funds tracked by Wall St. Rank hold NDAQ as of Q2 2014.

Advisory Research reported no remaining Nasdaq position as of Q2 2014 after selling out during the quarter.
Advisory Research sold 5,367 Nasdaq shares in Q2 2014, an estimated $66K.
Advisory Research first reported a position in Nasdaq in Q1 2014 and held it in 1 quarter.
Advisory Research's Nasdaq position peaked at $66K in Q1 2014.
328 funds tracked by Wall St. Rank held Nasdaq as of Q2 2014.

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