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IHT Wealth Management’s Popular Inc BPOP Stock Holding History

IHT Wealth Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-52
Closed -$2K – 537
2018
Q1 		$2K Hold
52
– – ﹤0.01% 1485
2017
Q4 		$2K Hold
52
– – ﹤0.01% 1473
2017
Q3 		$2K Hold
52
– – ﹤0.01% 1202
2017
Q2 		$154K Hold
52
– – 0.07% 276
2017
Q1 		$2K Hold
52
– – ﹤0.01% 1067
2016
Q4 		$2K Buy
+52
New +$2.1K ﹤0.01% 1025

Other funds holding BPOP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

IHT Wealth Management's BPOP Position: Q2 2018 in Review

IHT Wealth Management sold out of Popular Inc (BPOP) in Q2 2018, closing a stake of 52 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in BPOP in Q4 2016 and held it in 6 quarters. The position peaked at $154K in Q2 2017. 241 funds tracked by Wall St. Rank hold BPOP as of Q2 2018.

  • IHT Wealth Management reported no remaining Popular Inc position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 52 Popular Inc shares in Q2 2018, an estimated $2K.
  • IHT Wealth Management first reported a position in Popular Inc in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Popular Inc position peaked at $154K in Q2 2017.
  • 241 funds tracked by Wall St. Rank held Popular Inc as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.