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Herndon Capital Management’s Boston Scientific BSX Stock Holding History

Herndon Capital Management’s Portfolio BSX Stock Details BSX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-125
Closed -$3K – 261
2016
Q3 		$3K Hold
125
– – ﹤0.01% 305
2016
Q2 		$3K Buy
+125
New +$2.7K ﹤0.01% 309

Other funds holding BSX

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Herndon Capital Management's BSX Position: Q4 2016 in Review

Herndon Capital Management sold out of Boston Scientific (BSX) in Q4 2016, closing a stake of 125 shares — an estimated $3K sold.

Herndon Capital Management first reported a position in BSX in Q2 2016 and held it in 2 quarters. The position peaked at $3K in Q3 2016. 556 funds tracked by Wall St. Rank hold BSX as of Q4 2016.

  • Herndon Capital Management reported no remaining Boston Scientific position as of Q4 2016 after selling out during the quarter.
  • Herndon Capital Management sold 125 Boston Scientific shares in Q4 2016, an estimated $3K.
  • Herndon Capital Management first reported a position in Boston Scientific in Q2 2016 and held it in 2 quarters.
  • Herndon Capital Management's Boston Scientific position peaked at $3K in Q3 2016.
  • 556 funds tracked by Wall St. Rank held Boston Scientific as of Q4 2016.

Based on Herndon Capital Management's 13F filing for Q4 2016, filed 2 Feb 2017.