Index Management Solutions’s Estee Lauder EL Stock Holding History

Index Management Solutions’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	$40K	Sell	501 -208	-29%	-$17.4K	0.04%	238
2015 Q2	$61K	Buy	709 +426	+151%	+$36.7K	0.06%	180
2015 Q1	$24K	Sell	283 -187	-40%	-$14.7K	0.02%	323
2014 Q4	$36K	Buy	470 +273	+139%	+$20.2K	0.01%	540
2014 Q3	$15K	Sell	197 -52	-21%	-$3.91K	﹤0.01%	990
2014 Q2	$18K	Sell	249 -514	-67%	-$37.8K	﹤0.01%	982
2014 Q1	$51K	Buy	763 +39	+5%	+$2.71K	0.01%	807
2013 Q4	$55K	Buy	724 +257	+55%	+$18.6K	0.01%	464
2013 Q3	$33K	Buy	+467	New	+$31.6K	0.01%	602

Other funds holding EL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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 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

Index Management Solutions's EL Position: Q3 2015 in Review

Index Management Solutions reduced its Estee Lauder (EL) stake by 29% in Q3 2015, selling an estimated $17.4K and leaving 501 shares worth $40K. The position accounts for 0.04% of the portfolio, ranked #238.

Index Management Solutions first reported a position in EL in Q3 2013 and has held it in 9 quarters since. The position peaked at $61K in Q2 2015. 566 funds tracked by Wall St. Rank hold EL as of Q3 2015.

Index Management Solutions held 501 shares of Estee Lauder worth $40K as of Q3 2015.
Index Management Solutions sold 208 Estee Lauder shares in Q3 2015, an estimated $17.4K.
Estee Lauder made up 0.04% of Index Management Solutions's portfolio in Q3 2015, its #238 holding.
Index Management Solutions first reported a position in Estee Lauder in Q3 2013 and has held it in 9 quarters since.
Index Management Solutions's Estee Lauder position peaked at $61K in Q2 2015.
566 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2015.

Based on Index Management Solutions's 13F filing for Q3 2015, filed 13 Nov 2015.