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Bellwether Investment Group’s Warner Bros WBD Stock Holding History

Bellwether Investment Group’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-88
Closed -$3K – 609
2017
Q1 		$3K Hold
88
– – 0.01% 692
2016
Q4 		$2K Buy
+88
New +$2.39K ﹤0.01% 913

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BlackRock
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State Street
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
SCM
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Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Bellwether Investment Group sold out of Warner Bros (WBD) in Q2 2017, closing a stake of 88 shares — an estimated $3K sold.

Bellwether Investment Group first reported a position in WBD in Q4 2016 and held it in 2 quarters. The position peaked at $3K in Q1 2017. 433 funds tracked by Wall St. Rank hold WBD as of Q2 2017.

  • Bellwether Investment Group reported no remaining Warner Bros position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 88 Warner Bros shares in Q2 2017, an estimated $3K.
  • Bellwether Investment Group first reported a position in Warner Bros in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Warner Bros position peaked at $3K in Q1 2017.
  • 433 funds tracked by Wall St. Rank held Warner Bros as of Q2 2017.

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