CA
BDBD

CapWealth Advisors’s BOULDER BRANDS INC BDBD Stock Holding History

CapWealth Advisors’s Portfolio BDBD Stock Details BDBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-1,000
Closed -$14K – 334
2014
Q3 		$14K Hold
1,000
– – ﹤0.01% 212
2014
Q2 		$14K Buy
+1,000
New +$15K ﹤0.01% 218

Other funds holding BDBD

Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
State of Wisconsin Investment Board
State of Wisconsin Investment Board Madison, Wisconsin $43.7B AUM 27.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

CapWealth Advisors's BDBD Position: Q4 2014 in Review

CapWealth Advisors sold out of BOULDER BRANDS INC (BDBD) in Q4 2014, closing a stake of 1,000 shares — an estimated $14K sold.

CapWealth Advisors first reported a position in BDBD in Q2 2014 and held it in 2 quarters. The position peaked at $14K in Q3 2014. 147 funds tracked by Wall St. Rank hold BDBD as of Q4 2014.

  • CapWealth Advisors reported no remaining BOULDER BRANDS INC position as of Q4 2014 after selling out during the quarter.
  • CapWealth Advisors sold 1,000 BOULDER BRANDS INC shares in Q4 2014, an estimated $14K.
  • CapWealth Advisors first reported a position in BOULDER BRANDS INC in Q2 2014 and held it in 2 quarters.
  • CapWealth Advisors's BOULDER BRANDS INC position peaked at $14K in Q3 2014.
  • 147 funds tracked by Wall St. Rank held BOULDER BRANDS INC as of Q4 2014.

Based on CapWealth Advisors's 13F filing for Q4 2014, filed 11 Feb 2015.