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Bellwether Investment Group’s Ralph Lauren RL Stock Holding History

Bellwether Investment Group’s Portfolio RL Stock Details RL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-70
Closed -$6K – 916
2016
Q4 		$6K Buy
+70
New +$7.11K 0.01% 761
2016
Q2 		$6K Buy
+70
New +$6.5K 0.01% 483

Other funds holding RL

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
IVA
International Value Advisers $615M AUM 6.37% 1-Year Est. Return
VFA
Virtus Fund Advisers Hartford, Connecticut $32.1M AUM 39.5% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Bellwether Investment Group's RL Position: Q1 2017 in Review

Bellwether Investment Group sold out of Ralph Lauren (RL) in Q1 2017, closing a stake of 70 shares — an estimated $6K sold.

Bellwether Investment Group first reported a position in RL in Q2 2016 and held it in 2 quarters. The position peaked at $6K in Q4 2016. 390 funds tracked by Wall St. Rank hold RL as of Q1 2017.

  • Bellwether Investment Group reported no remaining Ralph Lauren position as of Q1 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 70 Ralph Lauren shares in Q1 2017, an estimated $6K.
  • Bellwether Investment Group first reported a position in Ralph Lauren in Q2 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Ralph Lauren position peaked at $6K in Q4 2016.
  • 390 funds tracked by Wall St. Rank held Ralph Lauren as of Q1 2017.

Based on Bellwether Investment Group's 13F filing for Q1 2017, filed 12 May 2017.