First Allied Advisory Services’s Yelp YELP Stock Holding History

First Allied Advisory Services’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q1	–	Sell	-6,959	Closed	-$383K	–	1141
2014 Q4	$383K	Buy	+6,959	New	+$411K	0.03%	628
2013 Q4	–	Sell	-5,787	Closed	-$385K	–	1053
2013 Q3	$385K	Sell	5,787 -3,213	-36%	-$165K	0.02%	640
2013 Q2	$314K	Buy	+9,000	New	+$258K	0.03%	660

Other funds holding YELP

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

JPCCM

J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BIT

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

First Allied Advisory Services's YELP Position: Q1 2015 in Review

First Allied Advisory Services sold out of Yelp (YELP) in Q1 2015, closing a stake of 6,959 shares — an estimated $383K sold.

First Allied Advisory Services first reported a position in YELP in Q2 2013 and held it in 3 quarters. The position peaked at $385K in Q3 2013. 226 funds tracked by Wall St. Rank hold YELP as of Q1 2015.

First Allied Advisory Services reported no remaining Yelp position as of Q1 2015 after selling out during the quarter.
First Allied Advisory Services sold 6,959 Yelp shares in Q1 2015, an estimated $383K.
First Allied Advisory Services first reported a position in Yelp in Q2 2013 and held it in 3 quarters.
First Allied Advisory Services's Yelp position peaked at $385K in Q3 2013.
226 funds tracked by Wall St. Rank held Yelp as of Q1 2015.

Based on First Allied Advisory Services's 13F filing for Q1 2015, filed 15 May 2015.