CPS
GRMN

Counsel Portfolio Services’s Garmin GRMN Stock Holding History

Counsel Portfolio Services’s Portfolio GRMN Stock Details GRMN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-9,600
Closed -$443K – 316
2013
Q4 		$443K Hold
9,600
– – 0.05% 247
2013
Q3 		$434K Hold
9,600
– – 0.02% 230
2013
Q2 		$347K Buy
+9,600
New +$334K 0.04% 269

Other funds holding GRMN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
ECU
Egerton Capital (UK) London, United Kingdom $10.4B AUM 25.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return

Counsel Portfolio Services's GRMN Position: Q1 2014 in Review

Counsel Portfolio Services sold out of Garmin (GRMN) in Q1 2014, closing a stake of 9,600 shares — an estimated $443K sold.

Counsel Portfolio Services first reported a position in GRMN in Q2 2013 and held it in 3 quarters. The position peaked at $443K in Q4 2013. 330 funds tracked by Wall St. Rank hold GRMN as of Q1 2014.

  • Counsel Portfolio Services reported no remaining Garmin position as of Q1 2014 after selling out during the quarter.
  • Counsel Portfolio Services sold 9,600 Garmin shares in Q1 2014, an estimated $443K.
  • Counsel Portfolio Services first reported a position in Garmin in Q2 2013 and held it in 3 quarters.
  • Counsel Portfolio Services's Garmin position peaked at $443K in Q4 2013.
  • 330 funds tracked by Wall St. Rank held Garmin as of Q1 2014.

Based on Counsel Portfolio Services's 13F filing for Q1 2014, filed 14 May 2014.