BWFA
IHS

Baltimore-Washington Financial Advisors’s IHS INC CL-A COM STK IHS Stock Holding History

Baltimore-Washington Financial Advisors’s Portfolio IHS Stock Details IHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-5,000
Closed – – 231
2013
Q2 		$0 Buy
+5,000
New +$512K ﹤0.01% 181

Other funds holding IHS

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
SCM
Scout Capital Management New York $6.08B AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BRC
Blue Ridge Capital New York $215M AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Baltimore-Washington Financial Advisors's IHS Position: Q3 2013 in Review

Baltimore-Washington Financial Advisors sold out of IHS INC CL-A COM STK (IHS) in Q3 2013, closing a stake of 5,000 shares.

Baltimore-Washington Financial Advisors first reported a position in IHS in Q2 2013 and held it in 1 quarter. The position peaked at $0 in Q2 2013. 240 funds tracked by Wall St. Rank hold IHS as of Q3 2013.

  • Baltimore-Washington Financial Advisors reported no remaining IHS INC CL-A COM STK position as of Q3 2013 after selling out during the quarter.
  • Baltimore-Washington Financial Advisors sold 5,000 IHS INC CL-A COM STK shares in Q3 2013.
  • Baltimore-Washington Financial Advisors first reported a position in IHS INC CL-A COM STK in Q2 2013 and held it in 1 quarter.
  • Baltimore-Washington Financial Advisors's IHS INC CL-A COM STK position peaked at $0 in Q2 2013.
  • 240 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q3 2013.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q3 2013, filed 9 Oct 2013.