Blue Bell Private Wealth Management’s Tata Motors Limited TTM Stock Holding History

Blue Bell Private Wealth Management’s Portfolio TTM Stock Details TTM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-966	Closed	-$39K	–	404
2016 Q3	$39K	Sell	966 -295	-23%	-$11.4K	0.02%	232
2016 Q2	$44K	Hold	1,261	–	–	0.03%	224
2016 Q1	$37K	Hold	1,261	–	–	0.03%	244
2015 Q4	$37K	Sell	1,261 -280	-18%	-$8.13K	0.03%	246
2015 Q3	$35K	Hold	1,541	–	–	0.02%	257
2015 Q2	$53K	Buy	1,541 +201	+15%	+$8.01K	0.03%	214
2015 Q1	$60K	Hold	1,340	–	–	0.04%	197
2014 Q4	$56K	Sell	1,340 -860	-39%	-$38.4K	0.03%	213
2014 Q3	$96K	Hold	2,200	–	–	0.06%	163
2014 Q2	$86K	Buy	+2,200	New	+$84.5K	0.05%	176

Other funds holding TTM

Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return

CFM

Coronation Fund Managers Cape Town, South Africa $2.19B AUM 3.99% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

ESG

Emerging Sovereign Group New York $252M AUM 22.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Blue Bell Private Wealth Management's TTM Position: Q4 2016 in Review

Blue Bell Private Wealth Management sold out of Tata Motors Limited (TTM) in Q4 2016, closing a stake of 966 shares — an estimated $39K sold.

Blue Bell Private Wealth Management first reported a position in TTM in Q2 2014 and held it in 10 quarters. The position peaked at $96K in Q3 2014. 250 funds tracked by Wall St. Rank hold TTM as of Q4 2016.

Blue Bell Private Wealth Management reported no remaining Tata Motors Limited position as of Q4 2016 after selling out during the quarter.
Blue Bell Private Wealth Management sold 966 Tata Motors Limited shares in Q4 2016, an estimated $39K.
Blue Bell Private Wealth Management first reported a position in Tata Motors Limited in Q2 2014 and held it in 10 quarters.
Blue Bell Private Wealth Management's Tata Motors Limited position peaked at $96K in Q3 2014.
250 funds tracked by Wall St. Rank held Tata Motors Limited as of Q4 2016.

Based on Blue Bell Private Wealth Management's 13F filing for Q4 2016, filed 30 Jan 2017.