CFA
AABA

Carroll Financial Associates’s Altaba Inc AABA Stock Holding History

Carroll Financial Associates’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-250
Closed -$4K – 1783
2019
Q3 		$4K Hold
250
– – ﹤0.01% 1255
2019
Q2 		$17K Sell
250
-64
-20% -$4.48K ﹤0.01% 880
2019
Q1 		$23K Buy
314
+64
+26% +$4.41K ﹤0.01% 718
2018
Q4 		$14K Hold
250
– – ﹤0.01% 771
2018
Q3 		$17K Hold
250
– – ﹤0.01% 759
2018
Q2 		$18K Hold
250
– – ﹤0.01% 724
2018
Q1 		$18K Hold
250
– – ﹤0.01% 707
2017
Q4 		$17K Hold
250
– – ﹤0.01% 713
2017
Q3 		$16K Hold
250
– – ﹤0.01% 721
2017
Q2 		$13K Buy
+250
New +$13.6K ﹤0.01% 787

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Carroll Financial Associates's AABA Position: Q4 2019 in Review

Carroll Financial Associates sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 250 shares — an estimated $4K sold.

Carroll Financial Associates first reported a position in AABA in Q2 2017 and held it in 10 quarters. The position peaked at $23K in Q1 2019. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Carroll Financial Associates reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 250 Altaba Inc shares in Q4 2019, an estimated $4K.
  • Carroll Financial Associates first reported a position in Altaba Inc in Q2 2017 and held it in 10 quarters.
  • Carroll Financial Associates's Altaba Inc position peaked at $23K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Carroll Financial Associates's 13F filing for Q4 2019, filed 8 Jan 2020.