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Dougherty Wealth Advisers’s Comcast CMCSA Stock Holding History

Dougherty Wealth Advisers’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-968
Closed -$41K – 185
2019
Q2 		$41K Buy
+968
New +$40.8K 0.12% 138
2019
Q1 		– Sell
-968
Closed -$36K – 209
2018
Q4 		$36K Buy
+968
New +$35.3K 0.12% 130

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dougherty Wealth Advisers's CMCSA Position: Q3 2019 in Review

Dougherty Wealth Advisers sold out of Comcast (CMCSA) in Q3 2019, closing a stake of 968 shares — an estimated $41K sold.

Dougherty Wealth Advisers first reported a position in CMCSA in Q4 2018 and held it in 2 quarters. The position peaked at $41K in Q2 2019. 1,901 funds tracked by Wall St. Rank hold CMCSA as of Q3 2019.

  • Dougherty Wealth Advisers reported no remaining Comcast position as of Q3 2019 after selling out during the quarter.
  • Dougherty Wealth Advisers sold 968 Comcast shares in Q3 2019, an estimated $41K.
  • Dougherty Wealth Advisers first reported a position in Comcast in Q4 2018 and held it in 2 quarters.
  • Dougherty Wealth Advisers's Comcast position peaked at $41K in Q2 2019.
  • 1,901 funds tracked by Wall St. Rank held Comcast as of Q3 2019.

Based on Dougherty Wealth Advisers's 13F filing for Q3 2019, filed 12 Nov 2019.