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Belmont Global Advisors’s Spectrum Brands SPB Stock Holding History

Belmont Global Advisors’s Portfolio SPB Stock Details SPB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		$826K Buy
+6,000
New +$764K 0.78% 29
2014
Q1 		– Sell
-9,000
Closed -$635K – 137
2013
Q4 		$635K Buy
+9,000
New +$601K 0.51% 54

Other funds holding SPB

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Belmont Global Advisors's SPB Position: Q3 2016 in Review

Belmont Global Advisors opened a new position in Spectrum Brands (SPB) in Q3 2016: 6,000 shares worth $826K. The stake represents 0.78% of the portfolio and ranks #29 among its holdings. This is a return to the name: Belmont Global Advisors previously reported a position in SPB as recently as Q4 2013.

Belmont Global Advisors first reported a position in SPB in Q4 2013 and has held it in 2 quarters since. 251 funds tracked by Wall St. Rank hold SPB as of Q3 2016.

  • Belmont Global Advisors held 6,000 shares of Spectrum Brands worth $826K as of Q3 2016.
  • Spectrum Brands was a new Belmont Global Advisors position in Q3 2016.
  • Spectrum Brands made up 0.78% of Belmont Global Advisors's portfolio in Q3 2016, its #29 holding.
  • Belmont Global Advisors first reported a position in Spectrum Brands in Q4 2013 and has held it in 2 quarters since.
  • 251 funds tracked by Wall St. Rank held Spectrum Brands as of Q3 2016.

Based on Belmont Global Advisors's 13F filing for Q3 2016, filed 14 Nov 2016.