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Elite Wealth Management’s Sally Beauty Holdings SBH Stock Holding History

Elite Wealth Management’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-22
Closed -$1K – 609
2013
Q4 		$1K Buy
+22
New +$602 ﹤0.01% 812

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Vanguard Group
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ACM
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MG
Meritage Group San Francisco, California $2.65B AUM 6.3% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
State Street
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BRC
Blue Ridge Capital New York $215M AUM
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Elite Wealth Management sold out of Sally Beauty Holdings (SBH) in Q1 2014, closing a stake of 22 shares — an estimated $1K sold.

Elite Wealth Management first reported a position in SBH in Q4 2013 and held it in 1 quarter. The position peaked at $1K in Q4 2013. 217 funds tracked by Wall St. Rank hold SBH as of Q1 2014.

  • Elite Wealth Management reported no remaining Sally Beauty Holdings position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 22 Sally Beauty Holdings shares in Q1 2014, an estimated $1K.
  • Elite Wealth Management first reported a position in Sally Beauty Holdings in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Sally Beauty Holdings position peaked at $1K in Q4 2013.
  • 217 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q1 2014.

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