BA
BID

Broadview Advisors’s Sotheby's BID Stock Holding History

Broadview Advisors’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
2018
Q1 		– Sell
-79,750
Closed -$4.12M – 105
2017
Q4 		$4.12M Buy
+79,750
New +$3.98M 0.59% 70
2013
Q3 		– Sell
-127,675
Closed -$4.84M – 107
2013
Q2 		$4.84M Buy
+127,675
New +$4.65M 0.68% 62

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1.1B AUM 50.43% 1-Year Est. Return
TP
Third Point New York $4.68B AUM 37.3% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $22.3B AUM 79.91% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.29B AUM 6.08% 1-Year Est. Return

Broadview Advisors's BID Position: Q1 2018 in Review

Broadview Advisors sold out of Sotheby's (BID) in Q1 2018, closing a stake of 79,750 shares — an estimated $4.12M sold.

Broadview Advisors first reported a position in BID in Q2 2013 and held it in 2 quarters. The position peaked at $4.84M in Q2 2013. 219 funds tracked by Wall St. Rank hold BID as of Q1 2018.

  • Broadview Advisors reported no remaining Sotheby's position as of Q1 2018 after selling out during the quarter.
  • Broadview Advisors sold 79,750 Sotheby's shares in Q1 2018, an estimated $4.12M.
  • Broadview Advisors first reported a position in Sotheby's in Q2 2013 and held it in 2 quarters.
  • Broadview Advisors's Sotheby's position peaked at $4.84M in Q2 2013.
  • 219 funds tracked by Wall St. Rank held Sotheby's as of Q1 2018.

Based on Broadview Advisors's 13F filing for Q1 2018, filed 11 May 2018.