BTW
BID

Boston Trust Walden’s Sotheby's BID Stock Holding History

Boston Trust Walden’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-269,870
Closed -$6.95M – 351
2015
Q4 		$6.95M Sell
269,870
-180,621
-40% -$5.47M 0.13% 198
2015
Q3 		$14.4M Sell
450,491
-20,869
-4% -$799K 0.24% 160
2015
Q2 		$21.3M Sell
471,360
-16,178
-3% -$716K 0.33% 134
2015
Q1 		$20.6M Sell
487,538
-21,048
-4% -$898K 0.31% 138
2014
Q4 		$22M Buy
508,586
+104,174
+26% +$4.11M 0.33% 127
2014
Q3 		$14.4M Buy
+404,412
New +$15.9M 0.22% 159

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Boston Trust Walden's BID Position: Q1 2016 in Review

Boston Trust Walden sold out of Sotheby's (BID) in Q1 2016, closing a stake of 269,870 shares — an estimated $6.95M sold.

Boston Trust Walden first reported a position in BID in Q3 2014 and held it in 6 quarters. The position peaked at $22M in Q4 2014. 199 funds tracked by Wall St. Rank hold BID as of Q1 2016.

  • Boston Trust Walden reported no remaining Sotheby's position as of Q1 2016 after selling out during the quarter.
  • Boston Trust Walden sold 269,870 Sotheby's shares in Q1 2016, an estimated $6.95M.
  • Boston Trust Walden first reported a position in Sotheby's in Q3 2014 and held it in 6 quarters.
  • Boston Trust Walden's Sotheby's position peaked at $22M in Q4 2014.
  • 199 funds tracked by Wall St. Rank held Sotheby's as of Q1 2016.

Based on Boston Trust Walden's 13F filing for Q1 2016, filed 19 Apr 2016.