AWE
SBGI icon

Avidian Wealth Enterprises’s Sinclair Inc SBGI Stock Holding History

Avidian Wealth Enterprises’s Portfolio SBGI Stock Details SBGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-16,962
Closed -$544K – 108
2017
Q3 		$544K Buy
+16,962
New +$532K 0.21% 39
2016
Q1 		– Sell
-6,408
Closed -$209K – 85
2015
Q4 		$209K Buy
+6,408
New +$204K 0.1% 43

Other funds holding SBGI

Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HVCM
HG Vora Capital Management New York $191M AUM 1.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
TBC
Three Bays Capital Boston, Massachusetts $848M AUM 7.41% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MCM
Mason Capital Management New York $613M AUM 21.43% 1-Year Est. Return

Avidian Wealth Enterprises's SBGI Position: Q4 2017 in Review

Avidian Wealth Enterprises sold out of Sinclair Inc (SBGI) in Q4 2017, closing a stake of 16,962 shares — an estimated $544K sold.

Avidian Wealth Enterprises first reported a position in SBGI in Q4 2015 and held it in 2 quarters. The position peaked at $544K in Q3 2017. 248 funds tracked by Wall St. Rank hold SBGI as of Q4 2017.

  • Avidian Wealth Enterprises reported no remaining Sinclair Inc position as of Q4 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 16,962 Sinclair Inc shares in Q4 2017, an estimated $544K.
  • Avidian Wealth Enterprises first reported a position in Sinclair Inc in Q4 2015 and held it in 2 quarters.
  • Avidian Wealth Enterprises's Sinclair Inc position peaked at $544K in Q3 2017.
  • 248 funds tracked by Wall St. Rank held Sinclair Inc as of Q4 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2017, filed 14 Feb 2018.