B
XYZ

Bellecapital’s Block Inc XYZ Stock Holding History

Bellecapital’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-10,000
Closed -$347K – 91
2017
Q4 		$347K Buy
+10,000
New +$366K 0.28% 58
2017
Q3 		– Sell
-10,000
Closed -$235K – 80
2017
Q2 		$235K Hold
10,000
– – 0.21% 64
2017
Q1 		$173K Hold
10,000
– – 0.16% 74
2016
Q4 		$136K Hold
10,000
– – 0.12% 81
2016
Q3 		$117K Hold
10,000
– – 0.13% 72
2016
Q2 		$91K Hold
10,000
– – 0.1% 65
2016
Q1 		$153K Hold
10,000
– – 0.2% 50
2015
Q4 		$131K Buy
+10,000
New +$123K 0.17% 51

Other funds holding XYZ

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return