AWM
POST icon

Affinity Wealth Management’s Post Holdings POST Stock Holding History

Affinity Wealth Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$205K Buy
+3,546
New +$194K 0.13% 67
2017
Q2 		– Sell
-3,546
Closed -$203K – 79
2017
Q1 		$203K Sell
3,546
-2,853
-45% -$157K 0.11% 68
2016
Q4 		$337K Buy
6,399
+111
+2% +$5.61K 0.19% 38
2016
Q3 		$317K Buy
+6,288
New +$345K 0.21% 35

Other funds holding POST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Affinity Wealth Management's POST Position: Q3 2017 in Review

Affinity Wealth Management opened a new position in Post Holdings (POST) in Q3 2017: 3,546 shares worth $205K. The stake represents 0.13% of the portfolio and ranks #67 among its holdings. This is a return to the name: Affinity Wealth Management previously reported a position in POST as recently as Q1 2017.

Affinity Wealth Management first reported a position in POST in Q3 2016 and has held it in 4 quarters since. The position peaked at $337K in Q4 2016. 278 funds tracked by Wall St. Rank hold POST as of Q3 2017.

  • Affinity Wealth Management held 3,546 shares of Post Holdings worth $205K as of Q3 2017.
  • Post Holdings was a new Affinity Wealth Management position in Q3 2017.
  • Post Holdings made up 0.13% of Affinity Wealth Management's portfolio in Q3 2017, its #67 holding.
  • Affinity Wealth Management first reported a position in Post Holdings in Q3 2016 and has held it in 4 quarters since.
  • Affinity Wealth Management's Post Holdings position peaked at $337K in Q4 2016.
  • 278 funds tracked by Wall St. Rank held Post Holdings as of Q3 2017.

Based on Affinity Wealth Management's 13F filing for Q3 2017, filed 14 Nov 2017.