BIM
BEL

Bogle Investment Management’s Belmond Ltd. BEL Stock Holding History

Bogle Investment Management’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-96,795
Closed -$918K – 522
2016
Q1 		$918K Sell
96,795
-16,605
-15% -$148K 0.06% 273
2015
Q4 		$1.08M Buy
+113,400
New +$1.14M 0.08% 260

Other funds holding BEL

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
SCGM
Starwood Capital Group Management Miami Beach, Florida $188M AUM 17.68% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $19.5B AUM 17.33% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Bogle Investment Management's BEL Position: Q2 2016 in Review

Bogle Investment Management sold out of Belmond Ltd. (BEL) in Q2 2016, closing a stake of 96,795 shares — an estimated $918K sold.

Bogle Investment Management first reported a position in BEL in Q4 2015 and held it in 2 quarters. The position peaked at $1.08M in Q4 2015. 135 funds tracked by Wall St. Rank hold BEL as of Q2 2016.

  • Bogle Investment Management reported no remaining Belmond Ltd. position as of Q2 2016 after selling out during the quarter.
  • Bogle Investment Management sold 96,795 Belmond Ltd. shares in Q2 2016, an estimated $918K.
  • Bogle Investment Management first reported a position in Belmond Ltd. in Q4 2015 and held it in 2 quarters.
  • Bogle Investment Management's Belmond Ltd. position peaked at $1.08M in Q4 2015.
  • 135 funds tracked by Wall St. Rank held Belmond Ltd. as of Q2 2016.

Based on Bogle Investment Management's 13F filing for Q2 2016, filed 12 Aug 2016.