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Capital Investment Advisory Services’s Ericsson ERIC Stock Holding History

Capital Investment Advisory Services’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
2019
Q4 		– Sell
-1,000
Closed -$8K – 765
2019
Q3 		$8K Buy
1,000
+515
+106% +$4.39K ﹤0.01% 1034
2019
Q2 		$4K Buy
+485
New +$4.7K ﹤0.01% 1169

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Renaissance Technologies
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Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 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 Investment Advisory Services's ERIC Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of Ericsson (ERIC) in Q4 2019, closing a stake of 1,000 shares — an estimated $8K sold.

Capital Investment Advisory Services first reported a position in ERIC in Q2 2019 and held it in 2 quarters. The position peaked at $8K in Q3 2019. 270 funds tracked by Wall St. Rank hold ERIC as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining Ericsson position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 1,000 Ericsson shares in Q4 2019, an estimated $8K.
  • Capital Investment Advisory Services first reported a position in Ericsson in Q2 2019 and held it in 2 quarters.
  • Capital Investment Advisory Services's Ericsson position peaked at $8K in Q3 2019.
  • 270 funds tracked by Wall St. Rank held Ericsson as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.