EWM
DO

Edge Wealth Management’s Diamond Offshore Drilling DO Stock Holding History

Edge Wealth Management’s Portfolio DO Stock Details DO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-3,061
Closed -$105K – 467
2014
Q3 		$105K Buy
3,061
+2,736
+842% +$121K 0.04% 130
2014
Q2 		$16K Sell
325
-154
-32% -$7.67K 0.01% 263
2014
Q1 		$23K Sell
479
-92
-16% -$4.53K 0.01% 231
2013
Q4 		$33K Buy
571
+491
+614% +$29.6K 0.02% 186
2013
Q3 		$5K Buy
+80
New +$5.35K ﹤0.01% 275

Other funds holding DO

LC
Loews Corp New York $12.5B AUM 4.69% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
SCCM
Schafer Cullen Capital Management New York $491M AUM 41.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
JHC
JFB Holdings Corp Atlanta, Georgia $3.13B AUM 14.67% 1-Year Est. Return
PP
Prudential plc London, England, United Kingdom $18.4B AUM 23.98% 1-Year Est. Return

Edge Wealth Management's DO Position: Q4 2014 in Review

Edge Wealth Management sold out of Diamond Offshore Drilling (DO) in Q4 2014, closing a stake of 3,061 shares — an estimated $105K sold.

Edge Wealth Management first reported a position in DO in Q3 2013 and held it in 5 quarters. The position peaked at $105K in Q3 2014. 353 funds tracked by Wall St. Rank hold DO as of Q4 2014.

  • Edge Wealth Management reported no remaining Diamond Offshore Drilling position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 3,061 Diamond Offshore Drilling shares in Q4 2014, an estimated $105K.
  • Edge Wealth Management first reported a position in Diamond Offshore Drilling in Q3 2013 and held it in 5 quarters.
  • Edge Wealth Management's Diamond Offshore Drilling position peaked at $105K in Q3 2014.
  • 353 funds tracked by Wall St. Rank held Diamond Offshore Drilling as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.