AssetMark Inc’s Advisory Board Co ABCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-2,815
Closed -$151K 2296
2017
Q3
$151K Sell
2,815
-137
-5% -$7.38K ﹤0.01% 510
2017
Q2
$152K Buy
2,952
+2,694
+1,044% +$135K ﹤0.01% 484
2017
Q1
$12K Buy
+258
New +$11.4K ﹤0.01% 960

AssetMark Inc's ABCO Position: Q4 2017 in Review

AssetMark Inc sold out of Advisory Board Co (ABCO) in Q4 2017, closing a stake of 2,815 shares — an estimated $151K sold.

AssetMark Inc first reported a position in ABCO in Q1 2017 and held it in 3 quarters. The position peaked at $152K in Q2 2017. 0 funds tracked by Wall St. Rank hold ABCO as of Q4 2017.

  • AssetMark Inc reported no remaining Advisory Board Co position as of Q4 2017 after selling out during the quarter.
  • AssetMark Inc sold 2,815 Advisory Board Co shares in Q4 2017, an estimated $151K.
  • AssetMark Inc first reported a position in Advisory Board Co in Q1 2017 and held it in 3 quarters.
  • AssetMark Inc's Advisory Board Co position peaked at $152K in Q2 2017.
  • 0 funds tracked by Wall St. Rank held Advisory Board Co as of Q4 2017.

Based on AssetMark Inc's 13F filing for Q4 2017, filed 13 Feb 2018.