IPC
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Independent Portfolio Consultants’s Estee Lauder EL Stock Holding History

Independent Portfolio Consultants’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-545
Closed -$47K – 806
2015
Q2 		$47K Sell
545
-63
-10% -$5.43K 0.01% 631
2015
Q1 		$51K Buy
+608
New +$47.9K 0.01% 619

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Independent Portfolio Consultants's EL Position: Q3 2015 in Review

Independent Portfolio Consultants sold out of Estee Lauder (EL) in Q3 2015, closing a stake of 545 shares — an estimated $47K sold.

Independent Portfolio Consultants first reported a position in EL in Q1 2015 and held it in 2 quarters. The position peaked at $51K in Q1 2015. 566 funds tracked by Wall St. Rank hold EL as of Q3 2015.

  • Independent Portfolio Consultants reported no remaining Estee Lauder position as of Q3 2015 after selling out during the quarter.
  • Independent Portfolio Consultants sold 545 Estee Lauder shares in Q3 2015, an estimated $47K.
  • Independent Portfolio Consultants first reported a position in Estee Lauder in Q1 2015 and held it in 2 quarters.
  • Independent Portfolio Consultants's Estee Lauder position peaked at $51K in Q1 2015.
  • 566 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2015.

Based on Independent Portfolio Consultants's 13F filing for Q3 2015, filed 19 Oct 2015.