Bourgeon Capital Management’s Yahoo Inc YHOO Stock Holding History

Bourgeon Capital 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
2017 Q2	–	Sell	-7,000	Closed	-$325K	–	100
2017 Q1	$325K	Hold	7,000	–	–	0.2%	63
2016 Q4	$271K	Hold	7,000	–	–	0.17%	72
2016 Q3	$302K	Hold	7,000	–	–	0.19%	70
2016 Q2	$263K	Hold	7,000	–	–	0.17%	72
2016 Q1	$258K	Hold	7,000	–	–	0.17%	74
2015 Q4	$233K	Buy	+7,000	New	+$234K	0.15%	80
2014 Q4	–	Sell	-15,000	Closed	-$611K	–	108
2014 Q3	$611K	Buy	+15,000	New	+$563K	0.36%	59
2014 Q2	–	Sell	-15,000	Closed	-$538K	–	124
2014 Q1	$538K	Buy	+15,000	New	+$572K	0.34%	68

Other funds holding YHOO

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return

Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return

GIM

Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return

NSAM

North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

FCA

Florence Capital Advisors New York $105M AUM

DPA

Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

Bourgeon Capital Management's YHOO Position: Q2 2017 in Review

Bourgeon Capital Management sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 7,000 shares — an estimated $325K sold.

Bourgeon Capital Management first reported a position in YHOO in Q1 2014 and held it in 8 quarters. The position peaked at $611K in Q3 2014. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

Bourgeon Capital Management reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
Bourgeon Capital Management sold 7,000 Yahoo Inc shares in Q2 2017, an estimated $325K.
Bourgeon Capital Management first reported a position in Yahoo Inc in Q1 2014 and held it in 8 quarters.
Bourgeon Capital Management's Yahoo Inc position peaked at $611K in Q3 2014.
8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

Based on Bourgeon Capital Management's 13F filing for Q2 2017, filed 2 Aug 2017.