Bellwether Investment Group’s Block Inc XYZ Stock Holding History

Bellwether Investment Group’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-100	Closed	-$1K	–	965
2016 Q4	$1K	Buy	+100	New	+$1.25K	﹤0.01%	960

Other funds holding XYZ

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return

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

Bellwether Investment Group sold out of Block Inc (XYZ) in Q1 2017, closing a stake of 100 shares — an estimated $1K sold.

Bellwether Investment Group first reported a position in XYZ in Q4 2016 and held it in 1 quarter. The position peaked at $1K in Q4 2016. 267 funds tracked by Wall St. Rank hold XYZ as of Q1 2017.

Bellwether Investment Group reported no remaining Block Inc position as of Q1 2017 after selling out during the quarter.
Bellwether Investment Group sold 100 Block Inc shares in Q1 2017, an estimated $1K.
Bellwether Investment Group first reported a position in Block Inc in Q4 2016 and held it in 1 quarter.
Bellwether Investment Group's Block Inc position peaked at $1K in Q4 2016.
267 funds tracked by Wall St. Rank held Block Inc as of Q1 2017.

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