IPC
BKE icon

Independent Portfolio Consultants’s Buckle BKE Stock Holding History

Independent Portfolio Consultants’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$2K Sell
115
-185
-62% -$3.3K ﹤0.01% 772
2017
Q1 		$6K Sell
300
-2,405
-89% -$48.5K ﹤0.01% 780
2016
Q4 		$62K Buy
2,705
+110
+4% +$2.53K 0.02% 514
2016
Q3 		$62K Buy
2,595
+910
+54% +$23.5K 0.02% 507
2016
Q2 		$44K Sell
1,685
-11,813
-88% -$319K 0.01% 560
2016
Q1 		$457K Buy
13,498
+2,925
+28% +$88.9K 0.13% 225
2015
Q4 		$325K Sell
10,573
-5,892
-36% -$195K 0.1% 260
2015
Q3 		$609K Buy
16,465
+1,490
+10% +$62.8K 0.13% 214
2015
Q2 		$685K Buy
14,975
+3,165
+27% +$146K 0.14% 205
2015
Q1 		$603K Sell
11,810
-665
-5% -$33.5K 0.12% 215
2014
Q4 		$655K Buy
12,475
+5,645
+83% +$277K 0.13% 215
2014
Q3 		$310K Buy
6,830
+220
+3% +$10.2K 0.08% 392
2014
Q2 		$293K Buy
6,610
+610
+10% +$27.9K 0.08% 376
2014
Q1 		$274K Sell
6,000
-6,786
-53% -$309K 0.09% 383
2013
Q4 		$656K Sell
12,786
-491
-4% -$24.3K 0.23% 143
2013
Q3 		$701K Buy
13,277
+163
+1% +$8.6K 0.28% 110
2013
Q2 		$666K Buy
+13,114
New +$652K 0.3% 92

Other funds holding BKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.56B AUM 35.09% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $81.4B AUM 40.71% 1-Year Est. Return

Independent Portfolio Consultants's BKE Position: Q2 2017 in Review

Independent Portfolio Consultants reduced its Buckle (BKE) stake by 62% in Q2 2017, selling an estimated $3.3K and leaving 115 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #772.

Independent Portfolio Consultants first reported a position in BKE in Q2 2013 and has held it in 17 quarters since. The position peaked at $701K in Q3 2013. 164 funds tracked by Wall St. Rank hold BKE as of Q2 2017.

  • Independent Portfolio Consultants held 115 shares of Buckle worth $2K as of Q2 2017.
  • Independent Portfolio Consultants sold 185 Buckle shares in Q2 2017, an estimated $3.3K.
  • Buckle made up ﹤0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #772 holding.
  • Independent Portfolio Consultants first reported a position in Buckle in Q2 2013 and has held it in 17 quarters since.
  • Independent Portfolio Consultants's Buckle position peaked at $701K in Q3 2013.
  • 164 funds tracked by Wall St. Rank held Buckle as of Q2 2017.

Based on Independent Portfolio Consultants's 13F filing for Q2 2017, filed 6 Jul 2017.