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Dynasty Wealth Management’s Comcast CMCSA Stock Holding History

Dynasty Wealth Management’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
2018
Q4 		– Sell
-9,196
Closed -$326K – 21
2018
Q3 		$326K Buy
+9,196
New +$325K 0.42% 64

Other funds holding CMCSA

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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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
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

Dynasty Wealth Management's CMCSA Position: Q4 2018 in Review

Dynasty Wealth Management sold out of Comcast (CMCSA) in Q4 2018, closing a stake of 9,196 shares — an estimated $326K sold.

Dynasty Wealth Management first reported a position in CMCSA in Q3 2018 and held it in 1 quarter. The position peaked at $326K in Q3 2018. 1,791 funds tracked by Wall St. Rank hold CMCSA as of Q4 2018.

  • Dynasty Wealth Management reported no remaining Comcast position as of Q4 2018 after selling out during the quarter.
  • Dynasty Wealth Management sold 9,196 Comcast shares in Q4 2018, an estimated $326K.
  • Dynasty Wealth Management first reported a position in Comcast in Q3 2018 and held it in 1 quarter.
  • Dynasty Wealth Management's Comcast position peaked at $326K in Q3 2018.
  • 1,791 funds tracked by Wall St. Rank held Comcast as of Q4 2018.

Based on Dynasty Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.