Elite Wealth Management’s Warner Bros WBD Stock Holding History

Elite Wealth Management’s Portfolio WBD Stock Details WBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2014 Q1	–	Sell	-74	Closed	-$3K	–	666
2013 Q4	$3K	Buy	+74	New	+$3.2K	﹤0.01%	595

Other funds holding WBD

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

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

Elite Wealth Management sold out of Warner Bros (WBD) in Q1 2014, closing a stake of 74 shares — an estimated $3K sold.

Elite Wealth Management first reported a position in WBD in Q4 2013 and held it in 1 quarter. The position peaked at $3K in Q4 2013. 436 funds tracked by Wall St. Rank hold WBD as of Q1 2014.

Elite Wealth Management reported no remaining Warner Bros position as of Q1 2014 after selling out during the quarter.
Elite Wealth Management sold 74 Warner Bros shares in Q1 2014, an estimated $3K.
Elite Wealth Management first reported a position in Warner Bros in Q4 2013 and held it in 1 quarter.
Elite Wealth Management's Warner Bros position peaked at $3K in Q4 2013.
436 funds tracked by Wall St. Rank held Warner Bros as of Q1 2014.

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