AWE
WMGI

Avidian Wealth Enterprises’s Wright Medical Group Inc WMGI Stock Holding History

Avidian Wealth Enterprises’s Portfolio WMGI Stock Details WMGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-11,734
Closed -$247K – 52
2015
Q3 		$247K Hold
11,734
– – 0.15% 22
2015
Q2 		$308K Buy
11,734
+1,866
+19% +$49.3K 0.13% 26
2015
Q1 		$255K Buy
+9,868
New +$254K 0.11% 33
2014
Q4 		– Sell
-9,868
Closed -$299K – 49
2014
Q3 		$299K Hold
9,868
– – 0.12% 34
2014
Q2 		$310K Buy
+9,868
New +$295K 0.11% 37

Other funds holding WMGI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
O
OrbiMed New York $5.05B AUM 125.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
BM
Bridger Management New York $128M AUM 9.54% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return

Avidian Wealth Enterprises's WMGI Position: Q4 2015 in Review

Avidian Wealth Enterprises sold out of Wright Medical Group Inc (WMGI) in Q4 2015, closing a stake of 11,734 shares — an estimated $247K sold.

Avidian Wealth Enterprises first reported a position in WMGI in Q2 2014 and held it in 5 quarters. The position peaked at $310K in Q2 2014. 141 funds tracked by Wall St. Rank hold WMGI as of Q4 2015.

  • Avidian Wealth Enterprises reported no remaining Wright Medical Group Inc position as of Q4 2015 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 11,734 Wright Medical Group Inc shares in Q4 2015, an estimated $247K.
  • Avidian Wealth Enterprises first reported a position in Wright Medical Group Inc in Q2 2014 and held it in 5 quarters.
  • Avidian Wealth Enterprises's Wright Medical Group Inc position peaked at $310K in Q2 2014.
  • 141 funds tracked by Wall St. Rank held Wright Medical Group Inc as of Q4 2015.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2015, filed 12 Feb 2016.