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Independent Portfolio Consultants’s Yelp YELP Stock Holding History

Independent Portfolio Consultants’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-4,850
Closed -$159K – 845
2017
Q1 		$159K Buy
+4,850
New +$180K 0.05% 369

Other funds holding YELP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
PGP
Prescott General Partners Boca Raton, Florida $1.96B AUM 58.65% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
SCA
Southpoint Capital Advisors New York $4.4B AUM 49.36% 1-Year Est. Return
CCM
Criterion Capital Management San Francisco, California $666M AUM 28.69% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

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

Independent Portfolio Consultants sold out of Yelp (YELP) in Q2 2017, closing a stake of 4,850 shares — an estimated $159K sold.

Independent Portfolio Consultants first reported a position in YELP in Q1 2017 and held it in 1 quarter. The position peaked at $159K in Q1 2017. 210 funds tracked by Wall St. Rank hold YELP as of Q2 2017.

  • Independent Portfolio Consultants reported no remaining Yelp position as of Q2 2017 after selling out during the quarter.
  • Independent Portfolio Consultants sold 4,850 Yelp shares in Q2 2017, an estimated $159K.
  • Independent Portfolio Consultants first reported a position in Yelp in Q1 2017 and held it in 1 quarter.
  • Independent Portfolio Consultants's Yelp position peaked at $159K in Q1 2017.
  • 210 funds tracked by Wall St. Rank held Yelp as of Q2 2017.

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