BFG
YHOO

Beacon Financial Group’s Yahoo Inc YHOO Stock Holding History

Beacon Financial Group’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-85,674
Closed -$2.6M – 209
2014
Q3 		$2.6M Buy
85,674
+76,554
+839% +$2.87M 0.56% 58
2014
Q2 		$327K Hold
9,120
– – 0.07% 139
2014
Q1 		$327K Sell
9,120
-11,700
-56% -$446K 0.07% 144
2013
Q4 		$836K Buy
+20,820
New +$747K 0.16% 98

Other funds holding YHOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Beacon Financial Group's YHOO Position: Q4 2014 in Review

Beacon Financial Group sold out of Yahoo Inc (YHOO) in Q4 2014, closing a stake of 85,674 shares — an estimated $2.6M sold.

Beacon Financial Group first reported a position in YHOO in Q4 2013 and held it in 4 quarters. The position peaked at $2.6M in Q3 2014. 735 funds tracked by Wall St. Rank hold YHOO as of Q4 2014.

  • Beacon Financial Group reported no remaining Yahoo Inc position as of Q4 2014 after selling out during the quarter.
  • Beacon Financial Group sold 85,674 Yahoo Inc shares in Q4 2014, an estimated $2.6M.
  • Beacon Financial Group first reported a position in Yahoo Inc in Q4 2013 and held it in 4 quarters.
  • Beacon Financial Group's Yahoo Inc position peaked at $2.6M in Q3 2014.
  • 735 funds tracked by Wall St. Rank held Yahoo Inc as of Q4 2014.

Based on Beacon Financial Group's 13F filing for Q4 2014, filed 15 Jan 2015.