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Buckingham Strategic Wealth’s Ericsson ERIC Stock Holding History

Buckingham Strategic Wealth’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-12,195
Closed -$94K – 234
2016
Q2 		$94K Buy
12,195
+1,285
+12% +$10.5K 0.03% 235
2016
Q1 		$109K Buy
10,910
+740
+7% +$6.82K 0.04% 228
2015
Q4 		$98K Buy
10,170
+15
+0.1% +$146 0.03% 203
2015
Q3 		$99K Buy
+10,155
New +$103K 0.03% 204

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Buckingham Strategic Wealth's ERIC Position: Q3 2016 in Review

Buckingham Strategic Wealth sold out of Ericsson (ERIC) in Q3 2016, closing a stake of 12,195 shares — an estimated $94K sold.

Buckingham Strategic Wealth first reported a position in ERIC in Q3 2015 and held it in 4 quarters. The position peaked at $109K in Q1 2016. 223 funds tracked by Wall St. Rank hold ERIC as of Q3 2016.

  • Buckingham Strategic Wealth reported no remaining Ericsson position as of Q3 2016 after selling out during the quarter.
  • Buckingham Strategic Wealth sold 12,195 Ericsson shares in Q3 2016, an estimated $94K.
  • Buckingham Strategic Wealth first reported a position in Ericsson in Q3 2015 and held it in 4 quarters.
  • Buckingham Strategic Wealth's Ericsson position peaked at $109K in Q1 2016.
  • 223 funds tracked by Wall St. Rank held Ericsson as of Q3 2016.

Based on Buckingham Strategic Wealth's 13F filing for Q3 2016, filed 20 Oct 2016.