BBPWM
YHOO

Blue Bell Private Wealth Management’s Yahoo Inc YHOO Stock Holding History

Blue Bell Private Wealth Management’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-1,700
Closed -$61K – 433
2014
Q1 		$61K Buy
1,700
+1,000
+143% +$38.2K 0.04% 175
2013
Q4 		$28K Buy
+700
New +$25.1K 0.02% 267

Other funds holding YHOO

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
D.E. Shaw & Co
D.E. Shaw & Co New York $210B AUM 57.28% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Blue Bell Private Wealth Management's YHOO Position: Q2 2014 in Review

Blue Bell Private Wealth Management sold out of Yahoo Inc (YHOO) in Q2 2014, closing a stake of 1,700 shares — an estimated $61K sold.

Blue Bell Private Wealth Management first reported a position in YHOO in Q4 2013 and held it in 2 quarters. The position peaked at $61K in Q1 2014. 659 funds tracked by Wall St. Rank hold YHOO as of Q2 2014.

  • Blue Bell Private Wealth Management reported no remaining Yahoo Inc position as of Q2 2014 after selling out during the quarter.
  • Blue Bell Private Wealth Management sold 1,700 Yahoo Inc shares in Q2 2014, an estimated $61K.
  • Blue Bell Private Wealth Management first reported a position in Yahoo Inc in Q4 2013 and held it in 2 quarters.
  • Blue Bell Private Wealth Management's Yahoo Inc position peaked at $61K in Q1 2014.
  • 659 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2014.

Based on Blue Bell Private Wealth Management's 13F filing for Q2 2014, filed 29 Jul 2014.