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Bellwether Investment Group’s Nasdaq NDAQ Stock Holding History

Bellwether Investment Group’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,548
Closed -$36K – 413
2017
Q1 		$36K Sell
1,548
-81
-5% -$1.88K 0.09% 196
2016
Q4 		$36K Buy
+1,629
New +$35.9K 0.03% 331
2016
Q2 		$1K Buy
+69
New +$1.48K ﹤0.01% 617

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $14.4B AUM 4.07% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $72.7B AUM 39.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Bellwether Investment Group sold out of Nasdaq (NDAQ) in Q2 2017, closing a stake of 1,548 shares — an estimated $36K sold.

Bellwether Investment Group first reported a position in NDAQ in Q2 2016 and held it in 3 quarters. The position peaked at $36K in Q1 2017. 446 funds tracked by Wall St. Rank hold NDAQ as of Q2 2017.

  • Bellwether Investment Group reported no remaining Nasdaq position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 1,548 Nasdaq shares in Q2 2017, an estimated $36K.
  • Bellwether Investment Group first reported a position in Nasdaq in Q2 2016 and held it in 3 quarters.
  • Bellwether Investment Group's Nasdaq position peaked at $36K in Q1 2017.
  • 446 funds tracked by Wall St. Rank held Nasdaq as of Q2 2017.

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