DLCIG
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D.L. Carlson Investment Group’s Banco Bradesco BBD Stock Holding History

D.L. Carlson Investment Group’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-52,450
Closed -$285K – 122
2013
Q3 		$285K Sell
52,450
-8,418
-14% -$41.5K 0.11% 109
2013
Q2 		$310K Buy
+60,868
New +$377K 0.12% 103

Other funds holding BBD

AAM
Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
TGA
Trilogy Global Advisors Winter Park, Florida $712K AUM 8.54% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

D.L. Carlson Investment Group's BBD Position: Q4 2013 in Review

D.L. Carlson Investment Group sold out of Banco Bradesco (BBD) in Q4 2013, closing a stake of 52,450 shares — an estimated $285K sold.

D.L. Carlson Investment Group first reported a position in BBD in Q2 2013 and held it in 2 quarters. The position peaked at $310K in Q2 2013. 210 funds tracked by Wall St. Rank hold BBD as of Q4 2013.

  • D.L. Carlson Investment Group reported no remaining Banco Bradesco position as of Q4 2013 after selling out during the quarter.
  • D.L. Carlson Investment Group sold 52,450 Banco Bradesco shares in Q4 2013, an estimated $285K.
  • D.L. Carlson Investment Group first reported a position in Banco Bradesco in Q2 2013 and held it in 2 quarters.
  • D.L. Carlson Investment Group's Banco Bradesco position peaked at $310K in Q2 2013.
  • 210 funds tracked by Wall St. Rank held Banco Bradesco as of Q4 2013.

Based on D.L. Carlson Investment Group's 13F filing for Q4 2013, filed 7 Feb 2014.