Institute for Wealth Management’s WABCO HOLDINGS INC. WBC Stock Holding History

Institute for Wealth Management’s Portfolio WBC Stock Details WBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-1,986	Closed	-$268K	–	449
2020 Q1	$268K	Sell	1,986 -106	-5%	-$14.3K	0.08%	301
2019 Q4	$283K	Hold	2,092	–	–	0.06%	357
2019 Q3	$280K	Sell	2,092 -119	-5%	-$15.8K	0.07%	337
2019 Q2	$293K	Hold	2,211	–	–	0.06%	361
2019 Q1	$291K	Hold	2,211	–	–	0.06%	344
2018 Q4	$237K	Buy	+2,211	New	+$245K	0.1%	222
2018 Q1	–	Sell	-2,395	Closed	-$343K	–	417
2017 Q4	$343K	Buy	+2,395	New	+$352K	0.08%	282
2017 Q3	–	Sell	-2,451	Closed	-$314K	–	412
2017 Q2	$314K	Buy	+2,451	New	+$293K	0.09%	302

Other funds holding WBC

Cerebellum San Francisco, California $21.5M AUM

Daiwa Securities Group Tokyo, Japan $51.1B AUM 35.55% 1-Year Est. Return

Institute for Wealth Management's WBC Position: Q2 2020 in Review

Institute for Wealth Management sold out of WABCO HOLDINGS INC. (WBC) in Q2 2020, closing a stake of 1,986 shares — an estimated $268K sold.

Institute for Wealth Management first reported a position in WBC in Q2 2017 and held it in 8 quarters. The position peaked at $343K in Q4 2017. 2 funds tracked by Wall St. Rank hold WBC as of Q2 2020.

Institute for Wealth Management reported no remaining WABCO HOLDINGS INC. position as of Q2 2020 after selling out during the quarter.
Institute for Wealth Management sold 1,986 WABCO HOLDINGS INC. shares in Q2 2020, an estimated $268K.
Institute for Wealth Management first reported a position in WABCO HOLDINGS INC. in Q2 2017 and held it in 8 quarters.
Institute for Wealth Management's WABCO HOLDINGS INC. position peaked at $343K in Q4 2017.
2 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2020.

Based on Institute for Wealth Management's 13F filing for Q2 2020, filed 30 Jul 2020.