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Denver Investment Advisors’s Block Inc XYZ Stock Holding History

Denver Investment Advisors’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-32,705
Closed -$565K – 481
2017
Q1 		$565K Buy
32,705
+14,110
+76% +$221K 0.03% 311
2016
Q4 		$253K Buy
+18,595
New +$231K 0.01% 424

Other funds holding XYZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Denver Investment Advisors's XYZ Position: Q2 2017 in Review

Denver Investment Advisors sold out of Block Inc (XYZ) in Q2 2017, closing a stake of 32,705 shares — an estimated $565K sold.

Denver Investment Advisors first reported a position in XYZ in Q4 2016 and held it in 2 quarters. The position peaked at $565K in Q1 2017. 290 funds tracked by Wall St. Rank hold XYZ as of Q2 2017.

  • Denver Investment Advisors reported no remaining Block Inc position as of Q2 2017 after selling out during the quarter.
  • Denver Investment Advisors sold 32,705 Block Inc shares in Q2 2017, an estimated $565K.
  • Denver Investment Advisors first reported a position in Block Inc in Q4 2016 and held it in 2 quarters.
  • Denver Investment Advisors's Block Inc position peaked at $565K in Q1 2017.
  • 290 funds tracked by Wall St. Rank held Block Inc as of Q2 2017.

Based on Denver Investment Advisors's 13F filing for Q2 2017, filed 3 Aug 2017.