IFC Holdings’s Block Inc XYZ Stock Holding History

IFC Holdings’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-10,920	Closed	-$376K	–	456
2017 Q4	$376K	Buy	10,920 +3,520	+48%	+$129K	0.03%	353
2017 Q3	$216K	Buy	+7,400	New	+$194K	0.02%	467

Other funds holding XYZ

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

IFC Holdings's XYZ Position: Q1 2018 in Review

IFC Holdings sold out of Block Inc (XYZ) in Q1 2018, closing a stake of 10,920 shares — an estimated $376K sold.

IFC Holdings first reported a position in XYZ in Q3 2017 and held it in 2 quarters. The position peaked at $376K in Q4 2017. 491 funds tracked by Wall St. Rank hold XYZ as of Q1 2018.

IFC Holdings reported no remaining Block Inc position as of Q1 2018 after selling out during the quarter.
IFC Holdings sold 10,920 Block Inc shares in Q1 2018, an estimated $376K.
IFC Holdings first reported a position in Block Inc in Q3 2017 and held it in 2 quarters.
IFC Holdings's Block Inc position peaked at $376K in Q4 2017.
491 funds tracked by Wall St. Rank held Block Inc as of Q1 2018.

Based on IFC Holdings's 13F filing for Q1 2018.