AWE
OC icon

Avidian Wealth Enterprises’s Owens Corning OC Stock Holding History

Avidian Wealth Enterprises’s Portfolio OC Stock Details OC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,218
Closed -$259K – 95
2017
Q1 		$259K Buy
+4,218
New +$242K 0.1% 66

Other funds holding OC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Avidian Wealth Enterprises's OC Position: Q2 2017 in Review

Avidian Wealth Enterprises sold out of Owens Corning (OC) in Q2 2017, closing a stake of 4,218 shares — an estimated $259K sold.

Avidian Wealth Enterprises first reported a position in OC in Q1 2017 and held it in 1 quarter. The position peaked at $259K in Q1 2017. 366 funds tracked by Wall St. Rank hold OC as of Q2 2017.

  • Avidian Wealth Enterprises reported no remaining Owens Corning position as of Q2 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,218 Owens Corning shares in Q2 2017, an estimated $259K.
  • Avidian Wealth Enterprises first reported a position in Owens Corning in Q1 2017 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Owens Corning position peaked at $259K in Q1 2017.
  • 366 funds tracked by Wall St. Rank held Owens Corning as of Q2 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2017, filed 14 Aug 2017.