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Delphi Private Advisors’s Warner Bros WBD Stock Holding History

Delphi Private Advisors’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
2016
Q4 		– Sell
-98
Closed -$3K – 453
2016
Q3 		$3K Buy
98
+55
+128% +$1.41K 0.01% 226
2016
Q2 		$1K Buy
+43
New +$1.18K ﹤0.01% 431

Other funds holding WBD

ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Delphi Private Advisors's WBD Position: Q4 2016 in Review

Delphi Private Advisors sold out of Warner Bros (WBD) in Q4 2016, closing a stake of 98 shares — an estimated $3K sold.

Delphi Private Advisors first reported a position in WBD in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 453 funds tracked by Wall St. Rank hold WBD as of Q4 2016.

  • Delphi Private Advisors reported no remaining Warner Bros position as of Q4 2016 after selling out during the quarter.
  • Delphi Private Advisors sold 98 Warner Bros shares in Q4 2016, an estimated $3K.
  • Delphi Private Advisors first reported a position in Warner Bros in Q2 2016 and held it in 2 quarters.
  • Delphi Private Advisors's Warner Bros position peaked at $3K in Q3 2016.
  • 453 funds tracked by Wall St. Rank held Warner Bros as of Q4 2016.

Based on Delphi Private Advisors's 13F filing for Q4 2016, filed 31 Jan 2017.