AWE
POST icon

Avidian Wealth Enterprises’s Post Holdings POST Stock Holding History

Avidian Wealth Enterprises’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,978
Closed -$262K – 95
2016
Q4 		$262K Buy
+4,978
New +$251K 0.11% 60

Other funds holding POST

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
TCP
Tourbillon Capital Partners New York $6.26M AUM 42.29% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Avidian Wealth Enterprises's POST Position: Q1 2017 in Review

Avidian Wealth Enterprises sold out of Post Holdings (POST) in Q1 2017, closing a stake of 4,978 shares — an estimated $262K sold.

Avidian Wealth Enterprises first reported a position in POST in Q4 2016 and held it in 1 quarter. The position peaked at $262K in Q4 2016. 293 funds tracked by Wall St. Rank hold POST as of Q1 2017.

  • Avidian Wealth Enterprises reported no remaining Post Holdings position as of Q1 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 4,978 Post Holdings shares in Q1 2017, an estimated $262K.
  • Avidian Wealth Enterprises first reported a position in Post Holdings in Q4 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Post Holdings position peaked at $262K in Q4 2016.
  • 293 funds tracked by Wall St. Rank held Post Holdings as of Q1 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2017, filed 15 May 2017.