EIM
BEL

Essex Investment Management’s Belmond Ltd. BEL Stock Holding History

Essex Investment Management’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-19,741
Closed -$284K – 385
2014
Q1 		$284K Buy
+19,741
New +$289K 0.04% 303

Other funds holding BEL

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PA
Pinnacle Associates New York $9.16B AUM 63.5% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
PCM
Penn Capital Management Philadelphia, Pennsylvania $1.58B AUM 81.2% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $24.4B AUM 22.19% 1-Year Est. Return

Essex Investment Management's BEL Position: Q2 2014 in Review

Essex Investment Management sold out of Belmond Ltd. (BEL) in Q2 2014, closing a stake of 19,741 shares — an estimated $284K sold.

Essex Investment Management first reported a position in BEL in Q1 2014 and held it in 1 quarter. The position peaked at $284K in Q1 2014. 102 funds tracked by Wall St. Rank hold BEL as of Q2 2014.

  • Essex Investment Management reported no remaining Belmond Ltd. position as of Q2 2014 after selling out during the quarter.
  • Essex Investment Management sold 19,741 Belmond Ltd. shares in Q2 2014, an estimated $284K.
  • Essex Investment Management first reported a position in Belmond Ltd. in Q1 2014 and held it in 1 quarter.
  • Essex Investment Management's Belmond Ltd. position peaked at $284K in Q1 2014.
  • 102 funds tracked by Wall St. Rank held Belmond Ltd. as of Q2 2014.

Based on Essex Investment Management's 13F filing for Q2 2014, filed 23 Jul 2014.