Commonwealth Equity Services
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Commonwealth Equity Services’s Yelp YELP Stock Holding History

Commonwealth Equity Services’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,648
Closed -$249K – 2165
2014
Q3 		$249K Sell
3,648
-792
-18% -$59K ﹤0.01% 1688
2014
Q2 		$340K Buy
4,440
+782
+21% +$50.9K ﹤0.01% 1460
2014
Q1 		$281K Sell
3,658
-1,490
-29% -$126K ﹤0.01% 1523
2013
Q4 		$355K Buy
5,148
+1,320
+34% +$87.4K 0.01% 1337
2013
Q3 		$253K Buy
+3,828
New +$196K ﹤0.01% 1477

Other funds holding YELP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Commonwealth Equity Services's YELP Position: Q4 2014 in Review

Commonwealth Equity Services sold out of Yelp (YELP) in Q4 2014, closing a stake of 3,648 shares — an estimated $249K sold.

Commonwealth Equity Services first reported a position in YELP in Q3 2013 and held it in 5 quarters. The position peaked at $355K in Q4 2013. 229 funds tracked by Wall St. Rank hold YELP as of Q4 2014.

  • Commonwealth Equity Services reported no remaining Yelp position as of Q4 2014 after selling out during the quarter.
  • Commonwealth Equity Services sold 3,648 Yelp shares in Q4 2014, an estimated $249K.
  • Commonwealth Equity Services first reported a position in Yelp in Q3 2013 and held it in 5 quarters.
  • Commonwealth Equity Services's Yelp position peaked at $355K in Q4 2013.
  • 229 funds tracked by Wall St. Rank held Yelp as of Q4 2014.

Based on Commonwealth Equity Services's 13F filing for Q4 2014, filed 13 Jan 2015.