BIM
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Barton Investment Management’s Ericsson ERIC Stock Holding History

Barton Investment Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-1,920
Closed -$18K – 65
2015
Q4 		$18K Buy
+1,920
New +$18.7K 0.01% 80

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Barton Investment Management's ERIC Position: Q1 2016 in Review

Barton Investment Management sold out of Ericsson (ERIC) in Q1 2016, closing a stake of 1,920 shares — an estimated $18K sold.

Barton Investment Management first reported a position in ERIC in Q4 2015 and held it in 1 quarter. The position peaked at $18K in Q4 2015. 245 funds tracked by Wall St. Rank hold ERIC as of Q1 2016.

  • Barton Investment Management reported no remaining Ericsson position as of Q1 2016 after selling out during the quarter.
  • Barton Investment Management sold 1,920 Ericsson shares in Q1 2016, an estimated $18K.
  • Barton Investment Management first reported a position in Ericsson in Q4 2015 and held it in 1 quarter.
  • Barton Investment Management's Ericsson position peaked at $18K in Q4 2015.
  • 245 funds tracked by Wall St. Rank held Ericsson as of Q1 2016.

Based on Barton Investment Management's 13F filing for Q1 2016, filed 28 Apr 2016.