Aldebaran Financial’s Under Armour Class C UA Stock Holding History

Aldebaran Financial’s Portfolio UA Stock Details UA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-15,473	Closed	-$389K	–	96
2016 Q4	$389K	Sell	15,473 -24,257	-61%	-$671K	0.31%	76
2016 Q3	$1.34M	Sell	39,730 -489	-1%	-$17.7K	1.07%	38
2016 Q2	$1.48M	Buy	+40,219	New	+$1.48M	1.19%	32

Other funds holding UA

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

BCM

Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return

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

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

MCMC

Matrix Capital Management Company Portsmouth, New Hampshire $46.3M AUM 114.38% 1-Year Est. Return

LCM

Landscape Capital Management Englewood, New Jersey $1.58B AUM 26.88% 1-Year Est. Return

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

Aldebaran Financial's UA Position: Q1 2017 in Review

Aldebaran Financial sold out of Under Armour Class C (UA) in Q1 2017, closing a stake of 15,473 shares — an estimated $389K sold.

Aldebaran Financial first reported a position in UA in Q2 2016 and held it in 3 quarters. The position peaked at $1.48M in Q2 2016. 446 funds tracked by Wall St. Rank hold UA as of Q1 2017.

Aldebaran Financial reported no remaining Under Armour Class C position as of Q1 2017 after selling out during the quarter.
Aldebaran Financial sold 15,473 Under Armour Class C shares in Q1 2017, an estimated $389K.
Aldebaran Financial first reported a position in Under Armour Class C in Q2 2016 and held it in 3 quarters.
Aldebaran Financial's Under Armour Class C position peaked at $1.48M in Q2 2016.
446 funds tracked by Wall St. Rank held Under Armour Class C as of Q1 2017.

Based on Aldebaran Financial's 13F filing for Q1 2017, filed 16 Jun 2017.