Independent Portfolio Consultants’s Ziff Davis ZD Stock Holding History

Independent Portfolio Consultants’s Portfolio ZD Stock Details ZD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-500	Closed	-$37K	–	846
2017 Q1	$37K	Sell	500 -179	-26%	-$13.1K	0.01%	603
2016 Q4	$48K	Buy	+679	New	+$43.2K	0.02%	551
2016 Q2	–	Sell	-2,731	Closed	-$146K	–	770
2016 Q1	$146K	Buy	2,731 +736	+37%	+$44.6K	0.04%	414
2015 Q4	$143K	Buy	1,995 +408	+26%	+$27.7K	0.04%	384
2015 Q3	$98K	Buy	1,587 +178	+13%	+$10.8K	0.02%	462
2015 Q2	$83K	Buy	+1,409	New	+$83.3K	0.02%	534
2014 Q3	–	Sell	-10,080	Closed	-$446K	–	958
2014 Q2	$446K	Buy	10,080 +564	+6%	+$23.5K	0.12%	269
2014 Q1	$414K	Buy	+9,516	New	+$402K	0.13%	296

Other funds holding ZD

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

Independent Portfolio Consultants sold out of Ziff Davis (ZD) in Q2 2017, closing a stake of 500 shares — an estimated $37K sold.

Independent Portfolio Consultants first reported a position in ZD in Q1 2014 and held it in 8 quarters. The position peaked at $446K in Q2 2014. 279 funds tracked by Wall St. Rank hold ZD as of Q2 2017.

Independent Portfolio Consultants reported no remaining Ziff Davis position as of Q2 2017 after selling out during the quarter.
Independent Portfolio Consultants sold 500 Ziff Davis shares in Q2 2017, an estimated $37K.
Independent Portfolio Consultants first reported a position in Ziff Davis in Q1 2014 and held it in 8 quarters.
Independent Portfolio Consultants's Ziff Davis position peaked at $446K in Q2 2014.
279 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2017.

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