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Fiduciary Financial Services of The Southwest’s Under Armour UAA Stock Holding History

Fiduciary Financial Services of The Southwest’s Portfolio UAA Stock Details UAA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-18,930
Closed -$550K – 146
2016
Q4 		$550K Sell
18,930
-13,360
-41% -$438K 0.18% 113
2016
Q3 		$1.25M Buy
32,290
+11,954
+59% +$483K 0.4% 73
2016
Q2 		$816K Sell
20,336
-16,312
-45% -$652K 0.26% 96
2016
Q1 		$1.55M Buy
36,648
+3,602
+11% +$142K 0.55% 56
2015
Q4 		$1.33M Buy
33,046
+1,800
+6% +$82.1K 0.47% 62
2015
Q3 		$1.51M Buy
31,246
+796
+3% +$37.8K 0.53% 57
2015
Q2 		$1.27M Buy
30,450
+12,132
+66% +$491K 0.39% 76
2015
Q1 		$740K Buy
18,318
+2,132
+13% +$78.4K 0.22% 103
2014
Q4 		$550K Sell
16,186
-420
-3% -$14.2K 0.16% 115
2014
Q3 		$574K Buy
16,606
+1,334
+9% +$44.5K 0.16% 114
2014
Q2 		$454K Sell
15,272
-168
-1% -$4.41K 0.13% 125
2014
Q1 		$443K Buy
+15,440
New +$404K 0.13% 123

Other funds holding UAA

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's UAA Position: Q1 2017 in Review

Fiduciary Financial Services of The Southwest sold out of Under Armour (UAA) in Q1 2017, closing a stake of 18,930 shares — an estimated $550K sold.

Fiduciary Financial Services of The Southwest first reported a position in UAA in Q1 2014 and held it in 12 quarters. The position peaked at $1.55M in Q1 2016. 492 funds tracked by Wall St. Rank hold UAA as of Q1 2017.

  • Fiduciary Financial Services of The Southwest reported no remaining Under Armour position as of Q1 2017 after selling out during the quarter.
  • Fiduciary Financial Services of The Southwest sold 18,930 Under Armour shares in Q1 2017, an estimated $550K.
  • Fiduciary Financial Services of The Southwest first reported a position in Under Armour in Q1 2014 and held it in 12 quarters.
  • Fiduciary Financial Services of The Southwest's Under Armour position peaked at $1.55M in Q1 2016.
  • 492 funds tracked by Wall St. Rank held Under Armour as of Q1 2017.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q1 2017, filed 12 May 2017.