EWM
BID

Elite Wealth Management’s Sotheby's BID Stock Holding History

Elite Wealth Management’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
2014
Q1 		– Sell
-47
Closed -$3K – 728
2013
Q4 		$3K Buy
+47
New +$2.42K ﹤0.01% 606

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Elite Wealth Management sold out of Sotheby's (BID) in Q1 2014, closing a stake of 47 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in BID in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 262 funds tracked by Wall St. Rank hold BID as of Q1 2014.

  • Elite Wealth Management reported no remaining Sotheby's position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 47 Sotheby's shares in Q1 2014, an estimated $3K.
  • Elite Wealth Management first reported a position in Sotheby's in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Sotheby's position peaked at $3K in Q4 2013.
  • 262 funds tracked by Wall St. Rank held Sotheby's as of Q1 2014.

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