EWM
BEL

Elite Wealth Management’s Belmond Ltd. BEL Stock Holding History

Elite Wealth Management’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-213
Closed -$3K – 735
2013
Q4 		$3K Buy
+213
New +$3.04K ﹤0.01% 608

Other funds holding BEL

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.29B AUM 53.44% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Elite Wealth Management's BEL Position: Q1 2014 in Review

Elite Wealth Management sold out of Belmond Ltd. (BEL) in Q1 2014, closing a stake of 213 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in BEL in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 138 funds tracked by Wall St. Rank hold BEL as of Q1 2014.

  • Elite Wealth Management reported no remaining Belmond Ltd. position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 213 Belmond Ltd. shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in Belmond Ltd. in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Belmond Ltd. position peaked at $3K in Q4 2013.
  • 138 funds tracked by Wall St. Rank held Belmond Ltd. as of Q1 2014.

Based on Elite Wealth Management's 13F filing for Q1 2014, filed 23 Nov 2016.