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Biltmore Wealth Management’s Buckle BKE Stock Holding History

Biltmore Wealth Management’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-13,160
Closed -$672K – 45
2015
Q1 		$672K Sell
13,160
-59
-0.4% -$2.97K 0.57% 27
2014
Q4 		$694K Buy
+13,219
New +$650K 0.6% 25

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
HCM
Hamlin Capital Management New York $4.45B AUM 22.95% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
DIA
Denver Investment Advisors Denver, Colorado $1.89B AUM 7.9% 1-Year Est. Return

Biltmore Wealth Management's BKE Position: Q2 2015 in Review

Biltmore Wealth Management sold out of Buckle (BKE) in Q2 2015, closing a stake of 13,160 shares — an estimated $672K sold.

Biltmore Wealth Management first reported a position in BKE in Q4 2014 and held it in 2 quarters. The position peaked at $694K in Q4 2014. 185 funds tracked by Wall St. Rank hold BKE as of Q2 2015.

  • Biltmore Wealth Management reported no remaining Buckle position as of Q2 2015 after selling out during the quarter.
  • Biltmore Wealth Management sold 13,160 Buckle shares in Q2 2015, an estimated $672K.
  • Biltmore Wealth Management first reported a position in Buckle in Q4 2014 and held it in 2 quarters.
  • Biltmore Wealth Management's Buckle position peaked at $694K in Q4 2014.
  • 185 funds tracked by Wall St. Rank held Buckle as of Q2 2015.

Based on Biltmore Wealth Management's 13F filing for Q2 2015, filed 17 Jul 2015.