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Elite Wealth Management’s Wabtec WAB Stock Holding History

Elite Wealth Management’s Portfolio WAB Stock Details WAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-30
Closed -$2K – 665
2013
Q4 		$2K Buy
+30
New +$2.02K ﹤0.01% 710

Other funds holding WAB

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Elite Wealth Management sold out of Wabtec (WAB) in Q1 2014, closing a stake of 30 shares — an estimated $2K sold.

Elite Wealth Management first reported a position in WAB in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 367 funds tracked by Wall St. Rank hold WAB as of Q1 2014.

  • Elite Wealth Management reported no remaining Wabtec position as of Q1 2014 after selling out during the quarter.
  • Elite Wealth Management sold 30 Wabtec shares in Q1 2014, an estimated $2K.
  • Elite Wealth Management first reported a position in Wabtec in Q4 2013 and held it in 1 quarter.
  • Elite Wealth Management's Wabtec position peaked at $2K in Q4 2013.
  • 367 funds tracked by Wall St. Rank held Wabtec as of Q1 2014.

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