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Doyle Wealth Management’s Post Holdings POST Stock Holding History

Doyle Wealth Management’s Portfolio POST Stock Details POST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-1,262
Closed -$86K – 604
2019
Q2 		$86K Buy
+1,262
New +$88.7K 0.01% 279
2019
Q1 		– Sell
-1,262
Closed -$74K – 588
2018
Q4 		$74K Buy
+1,262
New +$76K 0.01% 297

Other funds holding POST

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ROIC
Route One Investment Company San Francisco, California $2.35B AUM 11.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $247M AUM 20.65% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Doyle Wealth Management's POST Position: Q3 2019 in Review

Doyle Wealth Management sold out of Post Holdings (POST) in Q3 2019, closing a stake of 1,262 shares — an estimated $86K sold.

Doyle Wealth Management first reported a position in POST in Q4 2018 and held it in 2 quarters. The position peaked at $86K in Q2 2019. 335 funds tracked by Wall St. Rank hold POST as of Q3 2019.

  • Doyle Wealth Management reported no remaining Post Holdings position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 1,262 Post Holdings shares in Q3 2019, an estimated $86K.
  • Doyle Wealth Management first reported a position in Post Holdings in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Post Holdings position peaked at $86K in Q2 2019.
  • 335 funds tracked by Wall St. Rank held Post Holdings as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.