BPM
ETD icon

Bowling Portfolio Management’s Ethan Allen Interiors ETD Stock Holding History

Bowling Portfolio Management’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-16,557
Closed -$507K – 376
2017
Q1 		$507K Buy
16,557
+614
+4% +$18.6K 0.08% 267
2016
Q4 		$587K Buy
15,943
+54
+0.3% +$1.81K 0.09% 211
2016
Q3 		$497K Buy
+15,889
New +$538K 0.07% 230

Other funds holding ETD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $5.91B AUM 53.97% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
SCM
SG Capital Management Chicago, Illinois $1.21B AUM 70.92% 1-Year Est. Return

Bowling Portfolio Management's ETD Position: Q2 2017 in Review

Bowling Portfolio Management sold out of Ethan Allen Interiors (ETD) in Q2 2017, closing a stake of 16,557 shares — an estimated $507K sold.

Bowling Portfolio Management first reported a position in ETD in Q3 2016 and held it in 3 quarters. The position peaked at $587K in Q4 2016. 154 funds tracked by Wall St. Rank hold ETD as of Q2 2017.

  • Bowling Portfolio Management reported no remaining Ethan Allen Interiors position as of Q2 2017 after selling out during the quarter.
  • Bowling Portfolio Management sold 16,557 Ethan Allen Interiors shares in Q2 2017, an estimated $507K.
  • Bowling Portfolio Management first reported a position in Ethan Allen Interiors in Q3 2016 and held it in 3 quarters.
  • Bowling Portfolio Management's Ethan Allen Interiors position peaked at $587K in Q4 2016.
  • 154 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q2 2017.

Based on Bowling Portfolio Management's 13F filing for Q2 2017, filed 27 Jul 2017.