Calton & Associates’s BioTelemetry, Inc. BEAT Stock Holding History

Calton & Associates’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-95	Closed	-$3K	–	1517
2017 Q4	$3K	Buy	+95	New	+$2.75K	﹤0.01%	1378

Other funds holding BEAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Calton & Associates's BEAT Position: Q1 2018 in Review

Calton & Associates sold out of BioTelemetry, Inc. (BEAT) in Q1 2018, closing a stake of 95 shares — an estimated $3K sold.

Calton & Associates first reported a position in BEAT in Q4 2017 and held it in 1 quarter. The position peaked at $3K in Q4 2017. 202 funds tracked by Wall St. Rank hold BEAT as of Q1 2018.

Calton & Associates reported no remaining BioTelemetry, Inc. position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 95 BioTelemetry, Inc. shares in Q1 2018, an estimated $3K.
Calton & Associates first reported a position in BioTelemetry, Inc. in Q4 2017 and held it in 1 quarter.
Calton & Associates's BioTelemetry, Inc. position peaked at $3K in Q4 2017.
202 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.