BDO Wealth Advisors’s Ericsson ERIC Stock Holding History

BDO Wealth Advisors’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
2018 Q2	–	Sell	-400	Closed	-$3K	–	650
2018 Q1	$3K	Buy	+400	New	+$2.69K	﹤0.01%	467

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

BDO Wealth Advisors's ERIC Position: Q2 2018 in Review

BDO Wealth Advisors sold out of Ericsson (ERIC) in Q2 2018, closing a stake of 400 shares — an estimated $3K sold.

BDO Wealth Advisors first reported a position in ERIC in Q1 2018 and held it in 1 quarter. The position peaked at $3K in Q1 2018. 195 funds tracked by Wall St. Rank hold ERIC as of Q2 2018.

BDO Wealth Advisors reported no remaining Ericsson position as of Q2 2018 after selling out during the quarter.
BDO Wealth Advisors sold 400 Ericsson shares in Q2 2018, an estimated $3K.
BDO Wealth Advisors first reported a position in Ericsson in Q1 2018 and held it in 1 quarter.
BDO Wealth Advisors's Ericsson position peaked at $3K in Q1 2018.
195 funds tracked by Wall St. Rank held Ericsson as of Q2 2018.

Based on BDO Wealth Advisors's 13F filing for Q2 2018, filed 27 Aug 2018.