Advisory Research’s Nike NKE Stock Holding History

Advisory Research’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-4,312	Closed	-$270K	–	406
2017 Q4	$270K	Sell	4,312 -147	-3%	-$8.45K	﹤0.01%	381
2017 Q3	$231K	Sell	4,459 -22	-0.5%	-$1.24K	﹤0.01%	412
2017 Q2	$264K	Buy	+4,481	New	+$242K	﹤0.01%	406
2014 Q2	–	Sell	-1,762	Closed	-$65K	–	561
2014 Q1	$65K	Buy	+1,762	New	+$66.6K	﹤0.01%	718

Other funds holding NKE

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

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

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Advisory Research's NKE Position: Q1 2018 in Review

Advisory Research sold out of Nike (NKE) in Q1 2018, closing a stake of 4,312 shares — an estimated $270K sold.

Advisory Research first reported a position in NKE in Q1 2014 and held it in 4 quarters. The position peaked at $270K in Q4 2017. 1,427 funds tracked by Wall St. Rank hold NKE as of Q1 2018.

Advisory Research reported no remaining Nike position as of Q1 2018 after selling out during the quarter.
Advisory Research sold 4,312 Nike shares in Q1 2018, an estimated $270K.
Advisory Research first reported a position in Nike in Q1 2014 and held it in 4 quarters.
Advisory Research's Nike position peaked at $270K in Q4 2017.
1,427 funds tracked by Wall St. Rank held Nike as of Q1 2018.

Based on Advisory Research's 13F filing for Q1 2018, filed 15 May 2018.