CA
YHOO

CapWealth Advisors’s Yahoo Inc YHOO Stock Holding History

CapWealth Advisors’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-550
Closed -$16K – 281
2015
Q3 		$16K Sell
550
-2,850
-84% -$98.9K ﹤0.01% 173
2015
Q2 		$134K Buy
+3,400
New +$146K 0.03% 91
2015
Q1 		– Sell
-296,930
Closed -$15M – 318
2014
Q4 		$15M Sell
296,930
-30,250
-9% -$1.42M 3.52% 4
2014
Q3 		$13.3M Sell
327,180
-8,330
-2% -$312K 3.03% 5
2014
Q2 		$11.8M Sell
335,510
-14,975
-4% -$523K 2.7% 9
2014
Q1 		$12.6M Sell
350,485
-2,515
-0.7% -$96K 3.39% 3
2013
Q4 		$14.3M Sell
353,000
-24,125
-6% -$865K 3.6% 4
2013
Q3 		$12.5M Buy
377,125
+23,700
+7% +$670K 3.48% 4
2013
Q2 		$8.88M Buy
+353,425
New +$8.96M 2.59% 10

Other funds holding YHOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Bank of Nova Scotia
Bank of Nova Scotia Toronto, Ontario, Canada $66.2B AUM 46.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
LCG
Luxor Capital Group New York $2.52B AUM 29.31% 1-Year Est. Return

CapWealth Advisors's YHOO Position: Q4 2015 in Review

CapWealth Advisors sold out of Yahoo Inc (YHOO) in Q4 2015, closing a stake of 550 shares — an estimated $16K sold.

CapWealth Advisors first reported a position in YHOO in Q2 2013 and held it in 9 quarters. The position peaked at $15M in Q4 2014. 670 funds tracked by Wall St. Rank hold YHOO as of Q4 2015.

  • CapWealth Advisors reported no remaining Yahoo Inc position as of Q4 2015 after selling out during the quarter.
  • CapWealth Advisors sold 550 Yahoo Inc shares in Q4 2015, an estimated $16K.
  • CapWealth Advisors first reported a position in Yahoo Inc in Q2 2013 and held it in 9 quarters.
  • CapWealth Advisors's Yahoo Inc position peaked at $15M in Q4 2014.
  • 670 funds tracked by Wall St. Rank held Yahoo Inc as of Q4 2015.

Based on CapWealth Advisors's 13F filing for Q4 2015, filed 11 Feb 2016.