EWM
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Elite Wealth Management’s Popular Inc BPOP Stock Holding History

Elite Wealth Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-487
Closed -$4K – 119
2014
Q3 		$4K Buy
+487
New +$15.5K ﹤0.01% 384
2014
Q1 		– Sell
-2,222
Closed -$5K – 363
2013
Q4 		$5K Buy
+2,222
New +$60.1K ﹤0.01% 451

Other funds holding BPOP

PC
Paulson & Co New York $3.11B AUM 94.93% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Elite Wealth Management's BPOP Position: Q3 2014 in Review

Elite Wealth Management sold out of Popular Inc (BPOP) in Q3 2014, closing a stake of 48 shares — an estimated $1.53K sold.

Elite Wealth Management first reported a position in BPOP in Q1 2014 and held it in 2 quarters. The position peaked at $2K in Q2 2014. 202 funds tracked by Wall St. Rank hold BPOP as of Q3 2014.

  • Elite Wealth Management reported no remaining Popular Inc position as of Q3 2014 after selling out during the quarter.
  • Elite Wealth Management sold 48 Popular Inc shares in Q3 2014, an estimated $1.53K.
  • Elite Wealth Management first reported a position in Popular Inc in Q1 2014 and held it in 2 quarters.
  • Elite Wealth Management's Popular Inc position peaked at $2K in Q2 2014.
  • 202 funds tracked by Wall St. Rank held Popular Inc as of Q3 2014.

Based on Elite Wealth Management's 13F filing for Q3 2014, filed 23 Nov 2016.