EA
BID

Edge Advisors’s Sotheby's BID Stock Holding History

Edge Advisors’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-2,356
Closed -$120K – 947
2018
Q1 		$120K Sell
2,356
-882
-27% -$44.9K 0.01% 384
2017
Q4 		$167K Hold
3,238
– – 0.02% 326
2017
Q3 		$149K Sell
3,238
-247
-7% -$12.2K 0.02% 338
2017
Q2 		$187K Hold
3,485
– – 0.02% 322
2017
Q1 		$158K Sell
3,485
-765
-18% -$32.7K 0.02% 346
2016
Q4 		$169K Buy
+4,250
New +$161K 0.02% 324

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Edge Advisors's BID Position: Q2 2018 in Review

Edge Advisors sold out of Sotheby's (BID) in Q2 2018, closing a stake of 2,356 shares — an estimated $120K sold.

Edge Advisors first reported a position in BID in Q4 2016 and held it in 6 quarters. The position peaked at $187K in Q2 2017. 219 funds tracked by Wall St. Rank hold BID as of Q2 2018.

  • Edge Advisors reported no remaining Sotheby's position as of Q2 2018 after selling out during the quarter.
  • Edge Advisors sold 2,356 Sotheby's shares in Q2 2018, an estimated $120K.
  • Edge Advisors first reported a position in Sotheby's in Q4 2016 and held it in 6 quarters.
  • Edge Advisors's Sotheby's position peaked at $187K in Q2 2017.
  • 219 funds tracked by Wall St. Rank held Sotheby's as of Q2 2018.

Based on Edge Advisors's 13F filing for Q2 2018, filed 14 Aug 2018.