BKA
XYZ

Brick & Kyle Associates’s Block Inc XYZ Stock Holding History

Brick & Kyle Associates’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,075
Closed -$19K – 375
2017
Q1 		$19K Hold
1,075
– – 0.01% 288
2016
Q4 		$15K Buy
1,075
+75
+8% +$934 0.01% 317
2016
Q3 		$12K Buy
+1,000
New +$10.9K 0.01% 339

Other funds holding XYZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brick & Kyle Associates's XYZ Position: Q2 2017 in Review

Brick & Kyle Associates sold out of Block Inc (XYZ) in Q2 2017, closing a stake of 1,075 shares — an estimated $19K sold.

Brick & Kyle Associates first reported a position in XYZ in Q3 2016 and held it in 3 quarters. The position peaked at $19K in Q1 2017. 290 funds tracked by Wall St. Rank hold XYZ as of Q2 2017.

  • Brick & Kyle Associates reported no remaining Block Inc position as of Q2 2017 after selling out during the quarter.
  • Brick & Kyle Associates sold 1,075 Block Inc shares in Q2 2017, an estimated $19K.
  • Brick & Kyle Associates first reported a position in Block Inc in Q3 2016 and held it in 3 quarters.
  • Brick & Kyle Associates's Block Inc position peaked at $19K in Q1 2017.
  • 290 funds tracked by Wall St. Rank held Block Inc as of Q2 2017.

Based on Brick & Kyle Associates's 13F filing for Q2 2017, filed 14 Aug 2017.