Independence Advisors’s Comcast CMCSA Stock Holding History

Independence Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q3	$486K	Sell	10,511 -32	-0.3%	-$1.39K	0.1%	53
2020 Q2	$411K	Buy	10,543 +491	+5%	+$18.7K	0.09%	54
2020 Q1	$346K	Sell	10,052 -1,909	-16%	-$80.5K	0.1%	52
2019 Q4	$538K	Sell	11,961 -500	-4%	-$22.3K	0.13%	48
2019 Q3	$562K	Buy	12,461 +500	+4%	+$22.2K	0.14%	49
2019 Q2	$506K	Buy	11,961 +1,121	+10%	+$47.3K	0.13%	53
2019 Q1	$433K	Buy	10,840 +2,405	+29%	+$90.5K	0.12%	55
2018 Q4	$287K	Buy	8,435 +1,000	+13%	+$36.5K	0.1%	62
2018 Q3	$263K	Buy	+7,435	New	+$263K	0.08%	70

Other funds holding CMCSA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Independence Advisors's CMCSA Position: Q3 2020 in Review

Independence Advisors reduced its Comcast (CMCSA) stake by 0.3% in Q3 2020, selling an estimated $1.39K and leaving 10,511 shares worth $486K. The position accounts for 0.1% of the portfolio, ranked #53.

Independence Advisors first reported a position in CMCSA in Q3 2018 and has held it in 9 quarters since. The position peaked at $562K in Q3 2019. 2,039 funds tracked by Wall St. Rank hold CMCSA as of Q3 2020.

Independence Advisors held 10,511 shares of Comcast worth $486K as of Q3 2020.
Independence Advisors sold 32 Comcast shares in Q3 2020, an estimated $1.39K.
Comcast made up 0.1% of Independence Advisors's portfolio in Q3 2020, its #53 holding.
Independence Advisors first reported a position in Comcast in Q3 2018 and has held it in 9 quarters since.
Independence Advisors's Comcast position peaked at $562K in Q3 2019.
2,039 funds tracked by Wall St. Rank held Comcast as of Q3 2020.

Based on Independence Advisors's 13F filing for Q3 2020, filed 4 Nov 2020.