Guardian Investment Management’s BK AMER CORP ACCEL RTN NT LKD TO S&P 500 INDEX SJD Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2014
Q3
Sell
-85,000
Closed -$1.31M 58
2014
Q2
$1.31M Buy
+85,000
New +$1.31M 1.43% 29
2014
Q1
Sell
-85,000
Closed -$1.32M 64
2013
Q4
$1.32M Hold
85,000
1.46% 23
2013
Q3
$1.17M Buy
85,000
+3,785
+5% +$52.2K 1.6% 21
2013
Q2
$1.06M Buy
+81,215
New +$1.06M 1.52% 23

Guardian Investment Management's SJD Position: Q3 2014 in Review

Guardian Investment Management sold out of BK AMER CORP ACCEL RTN NT LKD TO S&P 500 INDEX (SJD) in Q3 2014, closing a stake of 85,000 shares — an estimated $1.31M sold.

Guardian Investment Management first reported a position in SJD in Q2 2013 and held it in 4 quarters. The position peaked at $1.32M in Q4 2013. 0 funds tracked by Wall St. Rank hold SJD as of Q3 2014.

  • Guardian Investment Management reported no remaining BK AMER CORP ACCEL RTN NT LKD TO S&P 500 INDEX position as of Q3 2014 after selling out during the quarter.
  • Guardian Investment Management sold 85,000 BK AMER CORP ACCEL RTN NT LKD TO S&P 500 INDEX shares in Q3 2014, an estimated $1.31M.
  • Guardian Investment Management first reported a position in BK AMER CORP ACCEL RTN NT LKD TO S&P 500 INDEX in Q2 2013 and held it in 4 quarters.
  • Guardian Investment Management's BK AMER CORP ACCEL RTN NT LKD TO S&P 500 INDEX position peaked at $1.32M in Q4 2013.
  • 0 funds tracked by Wall St. Rank held BK AMER CORP ACCEL RTN NT LKD TO S&P 500 INDEX as of Q3 2014.

Based on Guardian Investment Management's 13F filing for Q3 2014, filed 10 Nov 2014.