EWM
N

Edge Wealth Management’s Netsuite Inc N Stock Holding History

Edge Wealth Management’s Portfolio N Stock Details N Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-200
Closed -$17K – 508
2015
Q4 		$17K Hold
200
– – 0.01% 257
2015
Q3 		$17K Buy
+200
New +$18.4K 0.01% 248

Other funds holding N

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

Edge Wealth Management's N Position: Q1 2016 in Review

Edge Wealth Management sold out of Netsuite Inc (N) in Q1 2016, closing a stake of 200 shares — an estimated $17K sold.

Edge Wealth Management first reported a position in N in Q3 2015 and held it in 2 quarters. The position peaked at $17K in Q4 2015. 192 funds tracked by Wall St. Rank hold N as of Q1 2016.

  • Edge Wealth Management reported no remaining Netsuite Inc position as of Q1 2016 after selling out during the quarter.
  • Edge Wealth Management sold 200 Netsuite Inc shares in Q1 2016, an estimated $17K.
  • Edge Wealth Management first reported a position in Netsuite Inc in Q3 2015 and held it in 2 quarters.
  • Edge Wealth Management's Netsuite Inc position peaked at $17K in Q4 2015.
  • 192 funds tracked by Wall St. Rank held Netsuite Inc as of Q1 2016.

Based on Edge Wealth Management's 13F filing for Q1 2016, filed 8 Apr 2016.