AWE
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Avidian Wealth Enterprises’s Prestige Consumer Healthcare PBH Stock Holding History

Avidian Wealth Enterprises’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,673
Closed -$322K – 93
2016
Q3 		$322K Buy
6,673
+914
+16% +$46.2K 0.13% 52
2016
Q2 		$319 Sell
5,759
-841
-13% -$46.3K 0.12% 44
2016
Q1 		$352K Buy
+6,600
New +$325K 0.19% 36

Other funds holding PBH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Avidian Wealth Enterprises's PBH Position: Q4 2016 in Review

Avidian Wealth Enterprises sold out of Prestige Consumer Healthcare (PBH) in Q4 2016, closing a stake of 6,673 shares — an estimated $322K sold.

Avidian Wealth Enterprises first reported a position in PBH in Q1 2016 and held it in 3 quarters. The position peaked at $352K in Q1 2016. 238 funds tracked by Wall St. Rank hold PBH as of Q4 2016.

  • Avidian Wealth Enterprises reported no remaining Prestige Consumer Healthcare position as of Q4 2016 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 6,673 Prestige Consumer Healthcare shares in Q4 2016, an estimated $322K.
  • Avidian Wealth Enterprises first reported a position in Prestige Consumer Healthcare in Q1 2016 and held it in 3 quarters.
  • Avidian Wealth Enterprises's Prestige Consumer Healthcare position peaked at $352K in Q1 2016.
  • 238 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q4 2016.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2016, filed 14 Feb 2017.