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Capital Advisors Ltd’s Ericsson ERIC Stock Holding History

Capital Advisors Ltd’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
Q4 		– Sell
-1,406
Closed -$12K – 453
2018
Q3 		$12K Buy
+1,406
New +$11.5K ﹤0.01% 400

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Capital Advisors Ltd's ERIC Position: Q4 2018 in Review

Capital Advisors Ltd sold out of Ericsson (ERIC) in Q4 2018, closing a stake of 1,406 shares — an estimated $12K sold.

Capital Advisors Ltd first reported a position in ERIC in Q3 2018 and held it in 1 quarter. The position peaked at $12K in Q3 2018. 230 funds tracked by Wall St. Rank hold ERIC as of Q4 2018.

  • Capital Advisors Ltd reported no remaining Ericsson position as of Q4 2018 after selling out during the quarter.
  • Capital Advisors Ltd sold 1,406 Ericsson shares in Q4 2018, an estimated $12K.
  • Capital Advisors Ltd first reported a position in Ericsson in Q3 2018 and held it in 1 quarter.
  • Capital Advisors Ltd's Ericsson position peaked at $12K in Q3 2018.
  • 230 funds tracked by Wall St. Rank held Ericsson as of Q4 2018.

Based on Capital Advisors Ltd's 13F filing for Q4 2018, filed 29 Jan 2019.