Edge Wealth Management’s Bazaarvoice, Inc. BV Stock Holding History

Edge Wealth Management’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-54,695	Closed	-$242K	–	581
2017 Q1	$242K	Buy	54,695 +1,000	+2%	+$4.49K	0.08%	112
2016 Q4	$262K	Sell	53,695 -7,650	-12%	-$38.9K	0.1%	101
2016 Q3	$363K	Sell	61,345 -21,625	-26%	-$95.5K	0.15%	84
2016 Q2	$329K	Buy	+82,970	New	+$291K	0.14%	87

Other funds holding BV

RGM Capital Naples, Florida $2.06B AUM 8.49% 1-Year Est. Return

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

VCA

VIEX Capital Advisors Sunny Isles Beach, Florida $30.9M AUM 55.48% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

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

KCM

Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return

Edge Wealth Management's BV Position: Q2 2017 in Review

Edge Wealth Management sold out of Bazaarvoice, Inc. (BV) in Q2 2017, closing a stake of 54,695 shares — an estimated $242K sold.

Edge Wealth Management first reported a position in BV in Q2 2016 and held it in 4 quarters. The position peaked at $363K in Q3 2016. 121 funds tracked by Wall St. Rank hold BV as of Q2 2017.

Edge Wealth Management reported no remaining Bazaarvoice, Inc. position as of Q2 2017 after selling out during the quarter.
Edge Wealth Management sold 54,695 Bazaarvoice, Inc. shares in Q2 2017, an estimated $242K.
Edge Wealth Management first reported a position in Bazaarvoice, Inc. in Q2 2016 and held it in 4 quarters.
Edge Wealth Management's Bazaarvoice, Inc. position peaked at $363K in Q3 2016.
121 funds tracked by Wall St. Rank held Bazaarvoice, Inc. as of Q2 2017.

Based on Edge Wealth Management's 13F filing for Q2 2017, filed 28 Jul 2017.