IPC
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Independent Portfolio Consultants’s Ericsson ERIC Stock Holding History

Independent Portfolio Consultants’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$29K Sell
4,010
-1,200
-23% -$8.14K 0.01% 580
2017
Q1 		$35K Sell
5,210
-2,335
-31% -$14.4K 0.01% 610
2016
Q4 		$44K Sell
7,545
-610
-7% -$3.37K 0.01% 564
2016
Q3 		$59K Sell
8,155
-1,030
-11% -$7.47K 0.02% 514
2016
Q2 		$71K Sell
9,185
-485
-5% -$3.98K 0.02% 502
2016
Q1 		$97K Sell
9,670
-340
-3% -$3.13K 0.03% 478
2015
Q4 		$96K Sell
10,010
-65
-0.6% -$633 0.03% 484
2015
Q3 		$99K Sell
10,075
-275
-3% -$2.78K 0.02% 457
2015
Q2 		$108K Buy
10,350
+9,906
+2,231% +$115K 0.02% 490
2015
Q1 		$6K Buy
+444
New +$5.56K ﹤0.01% 756

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SEI Investments
SEI Investments Oaks, Pennsylvania $113B AUM 34.64% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Ericsson (ERIC) stake by 23% in Q2 2017, selling an estimated $8.14K and leaving 4,010 shares worth $29K. The position accounts for 0.01% of the portfolio, ranked #580.

Independent Portfolio Consultants first reported a position in ERIC in Q1 2015 and has held it in 10 quarters since. The position peaked at $108K in Q2 2015. 204 funds tracked by Wall St. Rank hold ERIC as of Q2 2017.

  • Independent Portfolio Consultants held 4,010 shares of Ericsson worth $29K as of Q2 2017.
  • Independent Portfolio Consultants sold 1,200 Ericsson shares in Q2 2017, an estimated $8.14K.
  • Ericsson made up 0.01% of Independent Portfolio Consultants's portfolio in Q2 2017, its #580 holding.
  • Independent Portfolio Consultants first reported a position in Ericsson in Q1 2015 and has held it in 10 quarters since.
  • Independent Portfolio Consultants's Ericsson position peaked at $108K in Q2 2015.
  • 204 funds tracked by Wall St. Rank held Ericsson as of Q2 2017.

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