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Exencial Wealth Advisors’s Angi Inc ANGI Stock Holding History

Exencial Wealth Advisors’s Portfolio ANGI Stock Details ANGI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-1,500
Closed -$123K – 153
2016
Q4 		$123K Sell
1,500
-1,500
-50% -$128K 0.05% 162
2016
Q3 		$231K Buy
+3,000
New +$263K 0.1% 142

Other funds holding ANGI

Credit Agricole
Credit Agricole Montrouge Cedex, France $49.3B AUM 36.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
TCM
TCS Capital Management New York $121M AUM 72.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $23.3B AUM 26.95% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $85.4B AUM 91.09% 1-Year Est. Return
DGI
Discovery Group I Chicago, Illinois $262M AUM 29.24% 1-Year Est. Return

Exencial Wealth Advisors's ANGI Position: Q1 2017 in Review

Exencial Wealth Advisors sold out of Angi Inc (ANGI) in Q1 2017, closing a stake of 1,500 shares — an estimated $123K sold.

Exencial Wealth Advisors first reported a position in ANGI in Q3 2016 and held it in 2 quarters. The position peaked at $231K in Q3 2016. 89 funds tracked by Wall St. Rank hold ANGI as of Q1 2017.

  • Exencial Wealth Advisors reported no remaining Angi Inc position as of Q1 2017 after selling out during the quarter.
  • Exencial Wealth Advisors sold 1,500 Angi Inc shares in Q1 2017, an estimated $123K.
  • Exencial Wealth Advisors first reported a position in Angi Inc in Q3 2016 and held it in 2 quarters.
  • Exencial Wealth Advisors's Angi Inc position peaked at $231K in Q3 2016.
  • 89 funds tracked by Wall St. Rank held Angi Inc as of Q1 2017.

Based on Exencial Wealth Advisors's 13F filing for Q1 2017, filed 26 Apr 2017.