Asset Dedication LLC’s Ericsson ERIC Stock Holding History

Asset Dedication LLC’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-14	Closed	–	–	664
2018 Q2	$0	Buy	+14	New	+$102	﹤0.01%	651

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

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

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Asset Dedication LLC's ERIC Position: Q3 2018 in Review

Asset Dedication LLC sold out of Ericsson (ERIC) in Q3 2018, closing a stake of 14 shares.

Asset Dedication LLC first reported a position in ERIC in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 203 funds tracked by Wall St. Rank hold ERIC as of Q3 2018.

Asset Dedication LLC reported no remaining Ericsson position as of Q3 2018 after selling out during the quarter.
Asset Dedication LLC sold 14 Ericsson shares in Q3 2018.
Asset Dedication LLC first reported a position in Ericsson in Q2 2018 and held it in 1 quarter.
Asset Dedication LLC's Ericsson position peaked at $0 in Q2 2018.
203 funds tracked by Wall St. Rank held Ericsson as of Q3 2018.

Based on Asset Dedication LLC's 13F filing for Q3 2018, filed 26 Oct 2018.