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Insight Capital Research & Management’s Warner Bros WBD Stock Holding History

Insight Capital Research & Management’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-11,302
Closed -$446K – 216
2013
Q2 		$446K Buy
+11,302
New +$450K 0.12% 156

Other funds holding WBD

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Insight Capital Research & Management's WBD Position: Q3 2013 in Review

Insight Capital Research & Management sold out of Warner Bros (WBD) in Q3 2013, closing a stake of 11,302 shares — an estimated $446K sold.

Insight Capital Research & Management first reported a position in WBD in Q2 2013 and held it in 1 quarter. The position peaked at $446K in Q2 2013. 426 funds tracked by Wall St. Rank hold WBD as of Q3 2013.

  • Insight Capital Research & Management reported no remaining Warner Bros position as of Q3 2013 after selling out during the quarter.
  • Insight Capital Research & Management sold 11,302 Warner Bros shares in Q3 2013, an estimated $446K.
  • Insight Capital Research & Management first reported a position in Warner Bros in Q2 2013 and held it in 1 quarter.
  • Insight Capital Research & Management's Warner Bros position peaked at $446K in Q2 2013.
  • 426 funds tracked by Wall St. Rank held Warner Bros as of Q3 2013.

Based on Insight Capital Research & Management's 13F filing for Q3 2013, filed 13 Nov 2013.