GWS
AABA

Glassman Wealth Services’s Altaba Inc AABA Stock Holding History

Glassman Wealth Services’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-1,720
Closed -$34K – 1653
2019
Q3 		$34K Hold
1,720
– – 0.01% 294
2019
Q2 		$119K Hold
1,720
– – 0.05% 151
2019
Q1 		$127K Hold
1,720
– – 0.06% 142
2018
Q4 		$100K Hold
1,720
– – 0.05% 139
2018
Q3 		$117K Hold
1,720
– – 0.05% 145
2018
Q2 		$126K Hold
1,720
– – 0.06% 123
2018
Q1 		$127K Buy
+1,720
New +$130K 0.08% 105

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Glassman Wealth Services's AABA Position: Q4 2019 in Review

Glassman Wealth Services sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 1,720 shares — an estimated $34K sold.

Glassman Wealth Services first reported a position in AABA in Q1 2018 and held it in 7 quarters. The position peaked at $127K in Q1 2019. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Glassman Wealth Services reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Glassman Wealth Services sold 1,720 Altaba Inc shares in Q4 2019, an estimated $34K.
  • Glassman Wealth Services first reported a position in Altaba Inc in Q1 2018 and held it in 7 quarters.
  • Glassman Wealth Services's Altaba Inc position peaked at $127K in Q1 2019.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Glassman Wealth Services's 13F filing for Q4 2019, filed 7 Feb 2020.