BFEC
YDLE

Benjamin F. Edwards & Company’s YODLEE INC COMMON STOCK YDLE Stock Holding History

Benjamin F. Edwards & Company’s Portfolio YDLE Stock Details YDLE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-400
Closed -$6K – 1225
2015
Q2 		$6K Hold
400
– – ﹤0.01% 1022
2015
Q1 		$5K Hold
400
– – ﹤0.01% 1009
2014
Q4 		$5K Buy
+400
New +$5.17K ﹤0.01% 906

Other funds holding YDLE

WP
Warburg Pincus New York $343M AUM 18.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
ICM
Indaba Capital Management San Francisco, California $33.8M AUM 33.83% 1-Year Est. Return
GIM
Granahan Investment Management Waltham, Massachusetts $2.07B AUM 56.45% 1-Year Est. Return
KPF
K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return
FCM
Farallon Capital Management San Francisco, California $17.5B AUM 50.95% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Benjamin F. Edwards & Company's YDLE Position: Q3 2015 in Review

Benjamin F. Edwards & Company sold out of YODLEE INC COMMON STOCK (YDLE) in Q3 2015, closing a stake of 400 shares — an estimated $6K sold.

Benjamin F. Edwards & Company first reported a position in YDLE in Q4 2014 and held it in 3 quarters. The position peaked at $6K in Q2 2015. 73 funds tracked by Wall St. Rank hold YDLE as of Q3 2015.

  • Benjamin F. Edwards & Company reported no remaining YODLEE INC COMMON STOCK position as of Q3 2015 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 400 YODLEE INC COMMON STOCK shares in Q3 2015, an estimated $6K.
  • Benjamin F. Edwards & Company first reported a position in YODLEE INC COMMON STOCK in Q4 2014 and held it in 3 quarters.
  • Benjamin F. Edwards & Company's YODLEE INC COMMON STOCK position peaked at $6K in Q2 2015.
  • 73 funds tracked by Wall St. Rank held YODLEE INC COMMON STOCK as of Q3 2015.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2015, filed 16 Oct 2015.