E.E. Geduld’s Popular Inc BPOP Stock Holding History

E.E. Geduld’s Portfolio BPOP Stock Details BPOP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$219K	Buy	+5,000	New	+$202K	0.12%	71
2015 Q3	–	Sell	-7,000	Closed	-$202K	–	216
2015 Q2	$202K	Sell	7,000 -8,000	-53%	-$269K	0.13%	174
2015 Q1	$516K	Hold	15,000	–	–	0.34%	65
2014 Q4	$511K	Hold	15,000	–	–	0.28%	60
2014 Q3	$442K	Hold	15,000	–	–	0.31%	72
2014 Q2	$513K	Sell	15,000 -15,000	-50%	-$463K	0.32%	71
2014 Q1	$930K	Buy	+30,000	New	+$854K	0.5%	37

Other funds holding BPOP

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

FCM

Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

E.E. Geduld's BPOP Position: Q4 2016 in Review

E.E. Geduld opened a new position in Popular Inc (BPOP) in Q4 2016: 5,000 shares worth $219K. The stake represents 0.12% of the portfolio and ranks #71 among its holdings. This is a return to the name: E.E. Geduld previously reported a position in BPOP as recently as Q2 2015.

E.E. Geduld first reported a position in BPOP in Q1 2014 and has held it in 7 quarters since. The position peaked at $930K in Q1 2014. 249 funds tracked by Wall St. Rank hold BPOP as of Q4 2016.

E.E. Geduld held 5,000 shares of Popular Inc worth $219K as of Q4 2016.
Popular Inc was a new E.E. Geduld position in Q4 2016.
Popular Inc made up 0.12% of E.E. Geduld's portfolio in Q4 2016, its #71 holding.
E.E. Geduld first reported a position in Popular Inc in Q1 2014 and has held it in 7 quarters since.
E.E. Geduld's Popular Inc position peaked at $930K in Q1 2014.
249 funds tracked by Wall St. Rank held Popular Inc as of Q4 2016.

Based on E.E. Geduld's 13F filing for Q4 2016, filed 8 Feb 2017.