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Baltimore-Washington Financial Advisors’s Groupon GRPN Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio GRPN Stock Details GRPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-58
Closed -$14K – 254
2013
Q4 		$14K Buy
58
+8
+16% +$1.65K ﹤0.01% 221
2013
Q3 		$11K Buy
+50
New +$9.96K ﹤0.01% 178

Other funds holding GRPN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NMC
NEA Management Company Timonium, Maryland $1.76B AUM 223.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CG
Carmignac Gestion Paris, France $6.51B AUM 19.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return

Baltimore-Washington Financial Advisors's GRPN Position: Q1 2014 in Review

Baltimore-Washington Financial Advisors sold out of Groupon (GRPN) in Q1 2014, closing a stake of 58 shares — an estimated $14K sold.

Baltimore-Washington Financial Advisors first reported a position in GRPN in Q3 2013 and held it in 2 quarters. The position peaked at $14K in Q4 2013. 208 funds tracked by Wall St. Rank hold GRPN as of Q1 2014.

  • Baltimore-Washington Financial Advisors reported no remaining Groupon position as of Q1 2014 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 58 Groupon shares in Q1 2014, an estimated $14K.
  • Baltimore-Washington Financial Advisors first reported a position in Groupon in Q3 2013 and held it in 2 quarters.
  • Baltimore-Washington Financial Advisors's Groupon position peaked at $14K in Q4 2013.
  • 208 funds tracked by Wall St. Rank held Groupon as of Q1 2014.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q1 2014, filed 28 Apr 2014.