CFA
YHOO

Carroll Financial Associates’s Yahoo Inc YHOO Stock Holding History

Carroll Financial Associates’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
2017
Q2 		– Sell
-250
Closed -$11K – 1289
2017
Q1 		$11K Hold
250
– – ﹤0.01% 819
2016
Q4 		$9K Hold
250
– – ﹤0.01% 831
2016
Q3 		$10K Hold
250
– – ﹤0.01% 829
2016
Q2 		$9K Hold
250
– – ﹤0.01% 819
2016
Q1 		$9K Sell
250
-67
-21% -$2.1K ﹤0.01% 799
2015
Q4 		$10K Hold
317
– – ﹤0.01% 754
2015
Q3 		$9K Sell
317
-200
-39% -$6.94K ﹤0.01% 748
2015
Q2 		$20K Buy
517
+217
+72% +$9.32K ﹤0.01% 565
2015
Q1 		$13K Hold
300
– – 0.01% 493
2014
Q4 		$13K Sell
300
-450
-60% -$21.2K 0.01% 457
2014
Q3 		$36K Hold
750
– – 0.01% 365
2014
Q2 		$26K Buy
750
+250
+50% +$8.73K 0.01% 431
2014
Q1 		$18K Sell
500
-750
-60% -$28.6K 0.01% 444
2013
Q4 		$50K Buy
1,250
+450
+56% +$16.1K 0.02% 283
2013
Q3 		$26K Sell
800
-500
-38% -$14.1K 0.01% 388
2013
Q2 		$32K Buy
+1,300
New +$33K 0.02% 280

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

Carroll Financial Associates's YHOO Position: Q2 2017 in Review

Carroll Financial Associates sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 250 shares — an estimated $11K sold.

Carroll Financial Associates first reported a position in YHOO in Q2 2013 and held it in 16 quarters. The position peaked at $50K in Q4 2013. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • Carroll Financial Associates reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • Carroll Financial Associates sold 250 Yahoo Inc shares in Q2 2017, an estimated $11K.
  • Carroll Financial Associates first reported a position in Yahoo Inc in Q2 2013 and held it in 16 quarters.
  • Carroll Financial Associates's Yahoo Inc position peaked at $50K in Q4 2013.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

Based on Carroll Financial Associates's 13F filing for Q2 2017, filed 25 Jul 2017.