IPC
XYZ

Independent Portfolio Consultants’s Block Inc XYZ Stock Holding History

Independent Portfolio Consultants’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		$235K Sell
10,008
-2,012
-17% -$41.6K 0.1% 267
2017
Q1 		$208K Buy
+12,020
New +$188K 0.07% 324

Other funds holding XYZ

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

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

Independent Portfolio Consultants reduced its Block Inc (XYZ) stake by 17% in Q2 2017, selling an estimated $41.6K and leaving 10,008 shares worth $235K. The position accounts for 0.1% of the portfolio, ranked #267.

Independent Portfolio Consultants first reported a position in XYZ in Q1 2017 and has held it in 2 quarters since. 290 funds tracked by Wall St. Rank hold XYZ as of Q2 2017.

  • Independent Portfolio Consultants held 10,008 shares of Block Inc worth $235K as of Q2 2017.
  • Independent Portfolio Consultants sold 2,012 Block Inc shares in Q2 2017, an estimated $41.6K.
  • Block Inc made up 0.1% of Independent Portfolio Consultants's portfolio in Q2 2017, its #267 holding.
  • Independent Portfolio Consultants first reported a position in Block Inc in Q1 2017 and has held it in 2 quarters since.
  • 290 funds tracked by Wall St. Rank held Block Inc as of Q2 2017.

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