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FMA Advisory’s Ericsson ERIC Stock Holding History

FMA Advisory’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-10,465
Closed -$60K – 149
2017
Q3 		$60K Sell
10,465
-461
-4% -$2.85K 0.04% 131
2017
Q2 		$78 Buy
10,926
+6
+0.1% +$41 0.04% 111
2017
Q1 		$73K Buy
+10,920
New +$67.4K 0.04% 139
2015
Q2 		$41K Buy
+3,975
New +$46K 0.03% 205

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

FMA Advisory's ERIC Position: Q4 2017 in Review

FMA Advisory sold out of Ericsson (ERIC) in Q4 2017, closing a stake of 10,465 shares — an estimated $60K sold.

FMA Advisory first reported a position in ERIC in Q2 2015 and held it in 4 quarters. The position peaked at $73K in Q1 2017. 187 funds tracked by Wall St. Rank hold ERIC as of Q4 2017.

  • FMA Advisory reported no remaining Ericsson position as of Q4 2017 after selling out during the quarter.
  • FMA Advisory sold 10,465 Ericsson shares in Q4 2017, an estimated $60K.
  • FMA Advisory first reported a position in Ericsson in Q2 2015 and held it in 4 quarters.
  • FMA Advisory's Ericsson position peaked at $73K in Q1 2017.
  • 187 funds tracked by Wall St. Rank held Ericsson as of Q4 2017.

Based on FMA Advisory's 13F filing for Q4 2017, filed 12 Apr 2021.