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Chesapeake Wealth Management’s Warner Bros WBD Stock Holding History

Chesapeake Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-8,265
Closed -$204K – 196
2018
Q4 		$204K Buy
+8,265
New +$252K 0.1% 175

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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

Chesapeake Wealth Management's WBD Position: Q1 2019 in Review

Chesapeake Wealth Management sold out of Warner Bros (WBD) in Q1 2019, closing a stake of 8,265 shares — an estimated $204K sold.

Chesapeake Wealth Management first reported a position in WBD in Q4 2018 and held it in 1 quarter. The position peaked at $204K in Q4 2018. 511 funds tracked by Wall St. Rank hold WBD as of Q1 2019.

  • Chesapeake Wealth Management reported no remaining Warner Bros position as of Q1 2019 after selling out during the quarter.
  • Chesapeake Wealth Management sold 8,265 Warner Bros shares in Q1 2019, an estimated $204K.
  • Chesapeake Wealth Management first reported a position in Warner Bros in Q4 2018 and held it in 1 quarter.
  • Chesapeake Wealth Management's Warner Bros position peaked at $204K in Q4 2018.
  • 511 funds tracked by Wall St. Rank held Warner Bros as of Q1 2019.

Based on Chesapeake Wealth Management's 13F filing for Q1 2019, filed 17 Apr 2019.