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Bellwether Investment Group’s Alaska Air ALK Stock Holding History

Bellwether Investment Group’s Portfolio ALK Stock Details ALK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$252K Buy
+3,429
New +$244K 1.01% 39

Other funds holding ALK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Bellwether Investment Group's ALK Position: Q4 2017 in Review

Bellwether Investment Group opened a new position in Alaska Air (ALK) in Q4 2017: 3,429 shares worth $252K. The stake represents 1.01% of the portfolio and ranks #39 among its holdings.

529 funds tracked by Wall St. Rank hold ALK as of Q4 2017.

  • Bellwether Investment Group held 3,429 shares of Alaska Air worth $252K as of Q4 2017.
  • Alaska Air was a new Bellwether Investment Group position in Q4 2017.
  • Alaska Air made up 1.01% of Bellwether Investment Group's portfolio in Q4 2017, its #39 holding.
  • 529 funds tracked by Wall St. Rank held Alaska Air as of Q4 2017.

Based on Bellwether Investment Group's 13F filing for Q4 2017, filed 30 Jan 2018.