IFWM
AABA

Institute for Wealth Management’s Altaba Inc AABA Stock Holding History

Institute for Wealth Management’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-41,560
Closed -$810K – 708
2019
Q3 		$810K Sell
41,560
-33
-0.1% -$2.18K 0.2% 145
2019
Q2 		$2.88M Sell
41,593
-50
-0.1% -$3.5K 0.64% 25
2019
Q1 		$3.09M Sell
41,643
-640
-2% -$44.1K 0.67% 25
2018
Q4 		$2.45M Sell
42,283
-71
-0.2% -$4.38K 1.01% 22
2018
Q3 		$2.88M Buy
42,354
+312
+0.7% +$22K 0.97% 20
2018
Q2 		$3.08M Sell
42,042
-477
-1% -$35.7K 0.98% 17
2018
Q1 		$2.98M Sell
42,519
-134
-0.3% -$10.1K 0.88% 18
2017
Q4 		$2.97M Sell
42,653
-611
-1% -$42.5K 0.69% 27
2017
Q3 		$2.87M Sell
43,264
-116
-0.3% -$7.12K 0.93% 18
2017
Q2 		$2.36M Buy
+43,380
New +$2.36M 0.65% 28

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.98B AUM 36.86% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $637M AUM 20.14% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Institute for Wealth Management's AABA Position: Q4 2019 in Review

Institute for Wealth Management sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 41,560 shares — an estimated $810K sold.

Institute for Wealth Management first reported a position in AABA in Q2 2017 and held it in 10 quarters. The position peaked at $3.09M in Q1 2019. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Institute for Wealth Management reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 41,560 Altaba Inc shares in Q4 2019, an estimated $810K.
  • Institute for Wealth Management first reported a position in Altaba Inc in Q2 2017 and held it in 10 quarters.
  • Institute for Wealth Management's Altaba Inc position peaked at $3.09M in Q1 2019.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Institute for Wealth Management's 13F filing for Q4 2019, filed 27 Jan 2020.