Calton & Associates’s Ericsson ERIC Stock Holding History

Calton & Associates’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
2018 Q1	–	Sell	-8,000	Closed	-$57K	–	609
2017 Q4	$57K	Buy	+8,000	New	+$49.9K	0.01%	652

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Calton & Associates sold out of Ericsson (ERIC) in Q1 2018, closing a stake of 8,000 shares — an estimated $57K sold.

Calton & Associates first reported a position in ERIC in Q4 2017 and held it in 1 quarter. The position peaked at $57K in Q4 2017. 184 funds tracked by Wall St. Rank hold ERIC as of Q1 2018.

Calton & Associates reported no remaining Ericsson position as of Q1 2018 after selling out during the quarter.
Calton & Associates sold 8,000 Ericsson shares in Q1 2018, an estimated $57K.
Calton & Associates first reported a position in Ericsson in Q4 2017 and held it in 1 quarter.
Calton & Associates's Ericsson position peaked at $57K in Q4 2017.
184 funds tracked by Wall St. Rank held Ericsson as of Q1 2018.

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