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Appropriate Balance Financial Services’s PayPal PYPL Stock Holding History

Appropriate Balance Financial Services’s Portfolio PYPL Stock Details PYPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-460
Closed -$10.7K – 30
2017
Q1 		$10.7K Sell
460
-11,127
-96% -$466K 0.54% 17
2016
Q4 		$457K Sell
11,587
-1,098
-9% -$44.1K 0.28% 29
2016
Q3 		$519K Sell
12,685
-752
-6% -$28.9K 0.33% 26
2016
Q2 		$490K Buy
13,437
+241
+2% +$9.21K 0.32% 27
2016
Q1 		$509K Buy
+13,196
New +$477K 0.35% 25

Other funds holding PYPL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MAM
Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Appropriate Balance Financial Services's PYPL Position: Q2 2017 in Review

Appropriate Balance Financial Services sold out of PayPal (PYPL) in Q2 2017, closing a stake of 460 shares — an estimated $10.7K sold.

Appropriate Balance Financial Services first reported a position in PYPL in Q1 2016 and held it in 5 quarters. The position peaked at $519K in Q3 2016. 1,095 funds tracked by Wall St. Rank hold PYPL as of Q2 2017.

  • Appropriate Balance Financial Services reported no remaining PayPal position as of Q2 2017 after selling out during the quarter.
  • Appropriate Balance Financial Services sold 460 PayPal shares in Q2 2017, an estimated $10.7K.
  • Appropriate Balance Financial Services first reported a position in PayPal in Q1 2016 and held it in 5 quarters.
  • Appropriate Balance Financial Services's PayPal position peaked at $519K in Q3 2016.
  • 1,095 funds tracked by Wall St. Rank held PayPal as of Q2 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q2 2017, filed 24 Jul 2017.