IFWM
VIAB

Institute for Wealth Management’s Viacom Inc. Class B VIAB Stock Holding History

Institute for Wealth Management’s Portfolio VIAB Stock Details VIAB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-27,436
Closed -$659K – 707
2019
Q3 		$659K Buy
27,436
+1,784
+7% +$49.8K 0.17% 182
2019
Q2 		$766K Buy
25,652
+1,710
+7% +$50K 0.17% 181
2019
Q1 		$672K Buy
23,942
+2,291
+11% +$65.8K 0.15% 193
2018
Q4 		$556K Buy
+21,651
New +$667K 0.23% 132
2017
Q3 		– Sell
-8,700
Closed -$289K – 415
2017
Q2 		$289K Buy
+8,700
New +$331K 0.08% 322

Other funds holding VIAB

ASRS
Arizona State Retirement System Phoenix, Arizona $17.1B AUM 30.52% 1-Year Est. Return
FP
Factorial Partners Mt. Kisco, New York $138M AUM 25.59% 1-Year Est. Return
EVC
Eidelman Virant Capital Saint Louis, Missouri $136M AUM 15.11% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.56B AUM 27.39% 1-Year Est. Return
EFSCE
Enterprise Financial Services Corp (EFSC) Clayton, Missouri $197M AUM 19.57% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $420M AUM 14.29% 1-Year Est. Return

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

Institute for Wealth Management sold out of Viacom Inc. Class B (VIAB) in Q4 2019, closing a stake of 27,436 shares — an estimated $659K sold.

Institute for Wealth Management first reported a position in VIAB in Q2 2017 and held it in 5 quarters. The position peaked at $766K in Q2 2019. 8 funds tracked by Wall St. Rank hold VIAB as of Q4 2019.

  • Institute for Wealth Management reported no remaining Viacom Inc. Class B position as of Q4 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 27,436 Viacom Inc. Class B shares in Q4 2019, an estimated $659K.
  • Institute for Wealth Management first reported a position in Viacom Inc. Class B in Q2 2017 and held it in 5 quarters.
  • Institute for Wealth Management's Viacom Inc. Class B position peaked at $766K in Q2 2019.
  • 8 funds tracked by Wall St. Rank held Viacom Inc. Class B as of Q4 2019.

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