BA
XYZ

Boston Advisors’s Block Inc XYZ Stock Holding History

Boston Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-121,379
Closed -$4.21M – 677
2017
Q4 		$4.21M Sell
121,379
-516,576
-81% -$18.9M 0.09% 237
2017
Q3 		$18.4M Sell
637,955
-2,820
-0.4% -$73.8K 0.42% 66
2017
Q2 		$15M Sell
640,775
-133,590
-17% -$2.76M 0.35% 91
2017
Q1 		$13.4M Buy
774,365
+410,231
+113% +$6.42M 0.32% 108
2016
Q4 		$4.96M Buy
+364,134
New +$4.53M 0.12% 212

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Advisors's XYZ Position: Q1 2018 in Review

Boston Advisors sold out of Block Inc (XYZ) in Q1 2018, closing a stake of 121,379 shares — an estimated $4.21M sold.

Boston Advisors first reported a position in XYZ in Q4 2016 and held it in 5 quarters. The position peaked at $18.4M in Q3 2017. 491 funds tracked by Wall St. Rank hold XYZ as of Q1 2018.

  • Boston Advisors reported no remaining Block Inc position as of Q1 2018 after selling out during the quarter.
  • Boston Advisors sold 121,379 Block Inc shares in Q1 2018, an estimated $4.21M.
  • Boston Advisors first reported a position in Block Inc in Q4 2016 and held it in 5 quarters.
  • Boston Advisors's Block Inc position peaked at $18.4M in Q3 2017.
  • 491 funds tracked by Wall St. Rank held Block Inc as of Q1 2018.

Based on Boston Advisors's 13F filing for Q1 2018, filed 25 Apr 2018.