BFO
GRMN

Boston Family Office’s Garmin GRMN Stock Holding History

Boston Family Office’s Portfolio GRMN Stock Details GRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-15,150
Closed -$666K – 244
2015
Q2 		$666K Buy
15,150
+2,510
+20% +$116K 0.08% 172
2015
Q1 		$601K Hold
12,640
– – 0.07% 185
2014
Q4 		$668K Buy
12,640
+425
+3% +$23.1K 0.08% 179
2014
Q3 		$635K Buy
12,215
+3,100
+34% +$172K 0.08% 182
2014
Q2 		$555K Buy
+9,115
New +$524K 0.07% 192

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return

Boston Family Office's GRMN Position: Q3 2015 in Review

Boston Family Office sold out of Garmin (GRMN) in Q3 2015, closing a stake of 15,150 shares — an estimated $666K sold.

Boston Family Office first reported a position in GRMN in Q2 2014 and held it in 5 quarters. The position peaked at $668K in Q4 2014. 296 funds tracked by Wall St. Rank hold GRMN as of Q3 2015.

  • Boston Family Office reported no remaining Garmin position as of Q3 2015 after selling out during the quarter.
  • Boston Family Office sold 15,150 Garmin shares in Q3 2015, an estimated $666K.
  • Boston Family Office first reported a position in Garmin in Q2 2014 and held it in 5 quarters.
  • Boston Family Office's Garmin position peaked at $668K in Q4 2014.
  • 296 funds tracked by Wall St. Rank held Garmin as of Q3 2015.

Based on Boston Family Office's 13F filing for Q3 2015, filed 4 Nov 2015.