Appropriate Balance Financial Services’s Under Armour UAA Stock Holding History

Appropriate Balance Financial Services’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-7,288	Closed	-$211K	–	33
2016 Q4	$211K	Sell	7,288 -447	-6%	-$14.7K	0.13%	32
2016 Q3	$299K	Sell	7,735 -199	-3%	-$8.04K	0.19%	31
2016 Q2	$318K	Sell	7,934 -3,752	-32%	-$149K	0.21%	30
2016 Q1	$492K	Sell	11,686 -1,001	-8%	-$39.2K	0.34%	27
2015 Q4	$507K	Buy	+12,687	New	+$575K	0.35%	24

Other funds holding UAA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Appropriate Balance Financial Services's UAA Position: Q1 2017 in Review

Appropriate Balance Financial Services sold out of Under Armour (UAA) in Q1 2017, closing a stake of 7,288 shares — an estimated $211K sold.

Appropriate Balance Financial Services first reported a position in UAA in Q4 2015 and held it in 5 quarters. The position peaked at $507K in Q4 2015. 492 funds tracked by Wall St. Rank hold UAA as of Q1 2017.

Appropriate Balance Financial Services reported no remaining Under Armour position as of Q1 2017 after selling out during the quarter.
Appropriate Balance Financial Services sold 7,288 Under Armour shares in Q1 2017, an estimated $211K.
Appropriate Balance Financial Services first reported a position in Under Armour in Q4 2015 and held it in 5 quarters.
Appropriate Balance Financial Services's Under Armour position peaked at $507K in Q4 2015.
492 funds tracked by Wall St. Rank held Under Armour as of Q1 2017.

Based on Appropriate Balance Financial Services's 13F filing for Q1 2017, filed 1 May 2017.