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Bellwether Investment Group’s Popular Inc BPOP Stock Holding History

Bellwether Investment Group’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-255
Closed -$10K – 143
2017
Q1 		$10K Sell
255
-7
-3% -$302 0.03% 480
2016
Q4 		$11K Buy
+262
New +$10.6K 0.01% 605

Other funds holding BPOP

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 $999B AUM 46.22% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bellwether Investment Group's BPOP Position: Q2 2017 in Review

Bellwether Investment Group sold out of Popular Inc (BPOP) in Q2 2017, closing a stake of 255 shares — an estimated $10K sold.

Bellwether Investment Group first reported a position in BPOP in Q4 2016 and held it in 2 quarters. The position peaked at $11K in Q4 2016. 215 funds tracked by Wall St. Rank hold BPOP as of Q2 2017.

  • Bellwether Investment Group reported no remaining Popular Inc position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 255 Popular Inc shares in Q2 2017, an estimated $10K.
  • Bellwether Investment Group first reported a position in Popular Inc in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Popular Inc position peaked at $11K in Q4 2016.
  • 215 funds tracked by Wall St. Rank held Popular Inc as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.