BPM
BEAT

Bowling Portfolio Management’s BioTelemetry, Inc. BEAT Stock Holding History

Bowling Portfolio Management’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-8,158
Closed -$393K – 405
2019
Q2 		$393K Buy
+8,158
New +$429K 0.06% 286
2017
Q2 		– Sell
-28,112
Closed -$814K – 436
2017
Q1 		$814K Buy
28,112
+5,146
+22% +$127K 0.13% 178
2016
Q4 		$513K Sell
22,966
-2,958
-11% -$57.8K 0.08% 233
2016
Q3 		$481K Buy
+25,924
New +$489K 0.07% 235

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SIMG
Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RCAMU
Rothschild & Co Asset Management US Stamford, Connecticut $6.58B AUM 4.5% 1-Year Est. Return

Bowling Portfolio Management's BEAT Position: Q3 2019 in Review

Bowling Portfolio Management sold out of BioTelemetry, Inc. (BEAT) in Q3 2019, closing a stake of 8,158 shares — an estimated $393K sold.

Bowling Portfolio Management first reported a position in BEAT in Q3 2016 and held it in 4 quarters. The position peaked at $814K in Q1 2017. 219 funds tracked by Wall St. Rank hold BEAT as of Q3 2019.

  • Bowling Portfolio Management reported no remaining BioTelemetry, Inc. position as of Q3 2019 after selling out during the quarter.
  • Bowling Portfolio Management sold 8,158 BioTelemetry, Inc. shares in Q3 2019, an estimated $393K.
  • Bowling Portfolio Management first reported a position in BioTelemetry, Inc. in Q3 2016 and held it in 4 quarters.
  • Bowling Portfolio Management's BioTelemetry, Inc. position peaked at $814K in Q1 2017.
  • 219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q3 2019.

Based on Bowling Portfolio Management's 13F filing for Q3 2019, filed 15 Oct 2019.