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Alpha Cubed Investments’s Yelp YELP Stock Holding History

Alpha Cubed Investments’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-26,779
Closed -$1.15M – 211
2015
Q2 		$1.15M Buy
+26,779
New +$1.24M 0.31% 81
2014
Q4 		– Sell
-9,652
Closed -$659K – 158
2014
Q3 		$659K Buy
+9,652
New +$719K 0.31% 93

Other funds holding YELP

TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AC
Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Alpha Cubed Investments's YELP Position: Q3 2015 in Review

Alpha Cubed Investments sold out of Yelp (YELP) in Q3 2015, closing a stake of 26,779 shares — an estimated $1.15M sold.

Alpha Cubed Investments first reported a position in YELP in Q3 2014 and held it in 2 quarters. The position peaked at $1.15M in Q2 2015. 183 funds tracked by Wall St. Rank hold YELP as of Q3 2015.

  • Alpha Cubed Investments reported no remaining Yelp position as of Q3 2015 after selling out during the quarter.
  • Alpha Cubed Investments sold 26,779 Yelp shares in Q3 2015, an estimated $1.15M.
  • Alpha Cubed Investments first reported a position in Yelp in Q3 2014 and held it in 2 quarters.
  • Alpha Cubed Investments's Yelp position peaked at $1.15M in Q2 2015.
  • 183 funds tracked by Wall St. Rank held Yelp as of Q3 2015.

Based on Alpha Cubed Investments's 13F filing for Q3 2015, filed 9 Nov 2015.