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Bruderman Asset Management’s Quest Diagnostics DGX Stock Holding History

Bruderman Asset Management’s Portfolio DGX Stock Details DGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-58
Closed -$4K – 409
2015
Q3 		$4K Hold
58
– – ﹤0.01% 385
2015
Q2 		$4K Hold
58
– – ﹤0.01% 397
2015
Q1 		$4K Buy
+58
New +$4.15K ﹤0.01% 383

Other funds holding DGX

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Bruderman Asset Management's DGX Position: Q4 2015 in Review

Bruderman Asset Management sold out of Quest Diagnostics (DGX) in Q4 2015, closing a stake of 58 shares — an estimated $4K sold.

Bruderman Asset Management first reported a position in DGX in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q3 2015. 535 funds tracked by Wall St. Rank hold DGX as of Q4 2015.

  • Bruderman Asset Management reported no remaining Quest Diagnostics position as of Q4 2015 after selling out during the quarter.
  • Bruderman Asset Management sold 58 Quest Diagnostics shares in Q4 2015, an estimated $4K.
  • Bruderman Asset Management first reported a position in Quest Diagnostics in Q1 2015 and held it in 3 quarters.
  • Bruderman Asset Management's Quest Diagnostics position peaked at $4K in Q3 2015.
  • 535 funds tracked by Wall St. Rank held Quest Diagnostics as of Q4 2015.

Based on Bruderman Asset Management's 13F filing for Q4 2015, filed 8 Feb 2016.