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Capital Wealth Planning’s Buckle BKE Stock Holding History

Capital Wealth Planning’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-5,837
Closed -$308K – 72
2013
Q3 		$308K Buy
+5,837
New +$308K 0.14% 104

Other funds holding BKE

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
SIC
Schwartz Investment Counsel Plymouth, Michigan $2.82B AUM 13.66% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Capital Wealth Planning's BKE Position: Q4 2013 in Review

Capital Wealth Planning sold out of Buckle (BKE) in Q4 2013, closing a stake of 5,837 shares — an estimated $308K sold.

Capital Wealth Planning first reported a position in BKE in Q3 2013 and held it in 1 quarter. The position peaked at $308K in Q3 2013. 172 funds tracked by Wall St. Rank hold BKE as of Q4 2013.

  • Capital Wealth Planning reported no remaining Buckle position as of Q4 2013 after selling out during the quarter.
  • Capital Wealth Planning sold 5,837 Buckle shares in Q4 2013, an estimated $308K.
  • Capital Wealth Planning first reported a position in Buckle in Q3 2013 and held it in 1 quarter.
  • Capital Wealth Planning's Buckle position peaked at $308K in Q3 2013.
  • 172 funds tracked by Wall St. Rank held Buckle as of Q4 2013.

Based on Capital Wealth Planning's 13F filing for Q4 2013, filed 10 Feb 2014.