IPC
BIO icon

Independent Portfolio Consultants’s Bio-Rad Laboratories Class A BIO Stock Holding History

Independent Portfolio Consultants’s Portfolio BIO Stock Details BIO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-140
Closed -$16K – 795
2014
Q3 		$16K Sell
140
-185
-57% -$21.9K ﹤0.01% 711
2014
Q2 		$39K Buy
+325
New +$39.7K 0.01% 674

Other funds holding BIO

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
LCS
Levin Capital Strategies New York $1.32B AUM 28.11% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Independent Portfolio Consultants's BIO Position: Q4 2014 in Review

Independent Portfolio Consultants sold out of Bio-Rad Laboratories Class A (BIO) in Q4 2014, closing a stake of 140 shares — an estimated $16K sold.

Independent Portfolio Consultants first reported a position in BIO in Q2 2014 and held it in 2 quarters. The position peaked at $39K in Q2 2014. 216 funds tracked by Wall St. Rank hold BIO as of Q4 2014.

  • Independent Portfolio Consultants reported no remaining Bio-Rad Laboratories Class A position as of Q4 2014 after selling out during the quarter.
  • Independent Portfolio Consultants sold 140 Bio-Rad Laboratories Class A shares in Q4 2014, an estimated $16K.
  • Independent Portfolio Consultants first reported a position in Bio-Rad Laboratories Class A in Q2 2014 and held it in 2 quarters.
  • Independent Portfolio Consultants's Bio-Rad Laboratories Class A position peaked at $39K in Q2 2014.
  • 216 funds tracked by Wall St. Rank held Bio-Rad Laboratories Class A as of Q4 2014.

Based on Independent Portfolio Consultants's 13F filing for Q4 2014, filed 17 Feb 2015.