IFWM
SBS icon

Institute for Wealth Management’s Sabesp SBS Stock Holding History

Institute for Wealth Management’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-70,247
Closed -$142K – 372
2017
Q4 		$142K Buy
+70,247
New +$135K 0.03% 368
2017
Q3 		– Sell
-75,543
Closed -$140K – 371
2017
Q2 		$140K Buy
+75,543
New +$139K 0.04% 391

Other funds holding SBS

IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Institute for Wealth Management's SBS Position: Q1 2018 in Review

Institute for Wealth Management sold out of Sabesp (SBS) in Q1 2018, closing a stake of 70,247 shares — an estimated $142K sold.

Institute for Wealth Management first reported a position in SBS in Q2 2017 and held it in 2 quarters. The position peaked at $142K in Q4 2017. 184 funds tracked by Wall St. Rank hold SBS as of Q1 2018.

  • Institute for Wealth Management reported no remaining Sabesp position as of Q1 2018 after selling out during the quarter.
  • Institute for Wealth Management sold 70,247 Sabesp shares in Q1 2018, an estimated $142K.
  • Institute for Wealth Management first reported a position in Sabesp in Q2 2017 and held it in 2 quarters.
  • Institute for Wealth Management's Sabesp position peaked at $142K in Q4 2017.
  • 184 funds tracked by Wall St. Rank held Sabesp as of Q1 2018.

Based on Institute for Wealth Management's 13F filing for Q1 2018, filed 15 May 2018.