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Cavalier Investments’s NETGEAR NTGR Stock Holding History

Cavalier Investments’s Portfolio NTGR Stock Details NTGR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-12,000
Closed -$726K – 146
2016
Q3 		$726K Buy
12,000
+3,500
+41% +$190K 0.44% 55
2016
Q2 		$404K Buy
+8,500
New +$365K 0.24% 80

Other funds holding NTGR

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
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Cavalier Investments's NTGR Position: Q4 2016 in Review

Cavalier Investments sold out of NETGEAR (NTGR) in Q4 2016, closing a stake of 12,000 shares — an estimated $726K sold.

Cavalier Investments first reported a position in NTGR in Q2 2016 and held it in 2 quarters. The position peaked at $726K in Q3 2016. 211 funds tracked by Wall St. Rank hold NTGR as of Q4 2016.

  • Cavalier Investments reported no remaining NETGEAR position as of Q4 2016 after selling out during the quarter.
  • Cavalier Investments sold 12,000 NETGEAR shares in Q4 2016, an estimated $726K.
  • Cavalier Investments first reported a position in NETGEAR in Q2 2016 and held it in 2 quarters.
  • Cavalier Investments's NETGEAR position peaked at $726K in Q3 2016.
  • 211 funds tracked by Wall St. Rank held NETGEAR as of Q4 2016.

Based on Cavalier Investments's 13F filing for Q4 2016, filed 3 Feb 2017.