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Doyle Wealth Management’s Banco Santander SAN Stock Holding History

Doyle Wealth Management’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-313
Closed -$1K – 640
2019
Q2 		$1K Buy
+313
New +$1.41K ﹤0.01% 828
2019
Q1 		– Sell
-313
Closed -$1K – 625
2018
Q4 		$1K Buy
+313
New +$1.42K ﹤0.01% 839

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

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

Doyle Wealth Management sold out of Banco Santander (SAN) in Q3 2019, closing a stake of 313 shares — an estimated $1K sold.

Doyle Wealth Management first reported a position in SAN in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 300 funds tracked by Wall St. Rank hold SAN as of Q3 2019.

  • Doyle Wealth Management reported no remaining Banco Santander position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 313 Banco Santander shares in Q3 2019, an estimated $1K.
  • Doyle Wealth Management first reported a position in Banco Santander in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's Banco Santander position peaked at $1K in Q2 2019.
  • 300 funds tracked by Wall St. Rank held Banco Santander as of Q3 2019.

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