CFA
DCM

Carroll Financial Associates’s NTT DOCOMO, Inc. DCM Stock Holding History

Carroll Financial Associates’s Portfolio DCM Stock Details DCM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-70
Closed -$1K – 1042
2014
Q2 		$1K Hold
70
– – ﹤0.01% 905
2014
Q1 		$1K Hold
70
– – ﹤0.01% 858
2013
Q4 		$1K Hold
70
– – ﹤0.01% 791
2013
Q3 		$1K Buy
+70
New +$1.11K ﹤0.01% 784

Other funds holding DCM

Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
OSAM
O'Shaughnessy Asset Management Stamford, Connecticut $20.1B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LSC
Lesa Sroufe & Co Seattle, Washington $140M AUM 53.13% 1-Year Est. Return

Carroll Financial Associates's DCM Position: Q3 2014 in Review

Carroll Financial Associates sold out of NTT DOCOMO, Inc. (DCM) in Q3 2014, closing a stake of 70 shares — an estimated $1K sold.

Carroll Financial Associates first reported a position in DCM in Q3 2013 and held it in 4 quarters. The position peaked at $1K in Q2 2014. 112 funds tracked by Wall St. Rank hold DCM as of Q3 2014.

  • Carroll Financial Associates reported no remaining NTT DOCOMO, Inc. position as of Q3 2014 after selling out during the quarter.
  • Carroll Financial Associates sold 70 NTT DOCOMO, Inc. shares in Q3 2014, an estimated $1K.
  • Carroll Financial Associates first reported a position in NTT DOCOMO, Inc. in Q3 2013 and held it in 4 quarters.
  • Carroll Financial Associates's NTT DOCOMO, Inc. position peaked at $1K in Q2 2014.
  • 112 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q3 2014.

Based on Carroll Financial Associates's 13F filing for Q3 2014, filed 13 Nov 2014.