Financial Engines Advisors
CMCSK

Financial Engines Advisors’s COMCAST CORP SPL A (NEW) CMCSK Stock Holding History

Financial Engines Advisors’s Portfolio CMCSK Stock Details CMCSK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-6,654
Closed -$381K – 58
2015
Q3 		$381K Sell
6,654
-1,041
-14% -$59.6K 0.27% 39
2015
Q2 		$461K Buy
7,695
+172
+2% +$10.3K 0.27% 41
2015
Q1 		$433K Sell
7,523
-359
-5% -$20.7K 0.37% 36
2014
Q4 		$454K Sell
7,882
-2,652
-25% -$153K 0.39% 37
2014
Q3 		$564K Sell
10,534
-1,276
-11% -$68.3K 0.44% 34
2014
Q2 		$630K Sell
11,810
-3,778
-24% -$202K 0.54% 36
2014
Q1 		$760K Sell
15,588
-2,163
-12% -$105K 0.62% 33
2013
Q4 		$885K Sell
17,751
-9,724
-35% -$485K 0.74% 32
2013
Q3 		$1.19M Sell
27,475
-35,167
-56% -$1.52M 0.99% 26
2013
Q2 		$2.48M Buy
+62,642
New +$2.48M 2.14% 15

Other funds holding CMCSK

SAC
Smith Affiliated Capital New York $86.5B AUM 5.91% 1-Year Est. Return
BIC
Bridges Investment Counsel Omaha, Nebraska $181M AUM 21.66% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
DAM
Doheny Asset Management Los Angeles, California $153M AUM 42.04% 1-Year Est. Return
BWA
Burt Wealth Advisors North Bethesda, Maryland $407M AUM 11.98% 1-Year Est. Return
JWA
JFS Wealth Advisors Hermitage, Pennsylvania $2.01B AUM 21.74% 1-Year Est. Return

Financial Engines Advisors's CMCSK Position: Q4 2015 in Review

Financial Engines Advisors sold out of COMCAST CORP SPL A (NEW) (CMCSK) in Q4 2015, closing a stake of 6,654 shares — an estimated $381K sold.

Financial Engines Advisors first reported a position in CMCSK in Q2 2013 and held it in 10 quarters. The position peaked at $2.48M in Q2 2013. 5 funds tracked by Wall St. Rank hold CMCSK as of Q4 2015.

  • Financial Engines Advisors reported no remaining COMCAST CORP SPL A (NEW) position as of Q4 2015 after selling out during the quarter.
  • Financial Engines Advisors sold 6,654 COMCAST CORP SPL A (NEW) shares in Q4 2015, an estimated $381K.
  • Financial Engines Advisors first reported a position in COMCAST CORP SPL A (NEW) in Q2 2013 and held it in 10 quarters.
  • Financial Engines Advisors's COMCAST CORP SPL A (NEW) position peaked at $2.48M in Q2 2013.
  • 5 funds tracked by Wall St. Rank held COMCAST CORP SPL A (NEW) as of Q4 2015.

Based on Financial Engines Advisors's 13F filing for Q4 2015, filed 4 Feb 2016.