IPC
AOL

Independent Portfolio Consultants’s AOL INC COMMON STOCK AOL Stock Holding History

Independent Portfolio Consultants’s Portfolio AOL Stock Details AOL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-2,125
Closed -$98K – 1076
2014
Q4 		$98K Buy
2,125
+765
+56% +$33.7K 0.02% 512
2014
Q3 		$61K Buy
+1,360
New +$56.7K 0.02% 614

Other funds holding AOL

Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
IAM
Iridian Asset Management Westport, Connecticut $291M AUM 49.45% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Independent Portfolio Consultants's AOL Position: Q1 2015 in Review

Independent Portfolio Consultants sold out of AOL INC COMMON STOCK (AOL) in Q1 2015, closing a stake of 2,125 shares — an estimated $98K sold.

Independent Portfolio Consultants first reported a position in AOL in Q3 2014 and held it in 2 quarters. The position peaked at $98K in Q4 2014. 329 funds tracked by Wall St. Rank hold AOL as of Q1 2015.

  • Independent Portfolio Consultants reported no remaining AOL INC COMMON STOCK position as of Q1 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 2,125 AOL INC COMMON STOCK shares in Q1 2015, an estimated $98K.
  • Independent Portfolio Consultants first reported a position in AOL INC COMMON STOCK in Q3 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's AOL INC COMMON STOCK position peaked at $98K in Q4 2014.
  • 329 funds tracked by Wall St. Rank held AOL INC COMMON STOCK as of Q1 2015.

Based on Independent Portfolio Consultants's 13F filing for Q1 2015, filed 27 May 2015.