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Institute for Wealth Management’s Yelp YELP Stock Holding History

Institute for Wealth Management’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q3 		– Sell
-100
Closed -$3K – 123
2013
Q2 		$3K Buy
+100
New +$2.87K ﹤0.01% 108

Other funds holding YELP

Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JC
Joho Capital New York $373M AUM 18.89% 1-Year Est. Return
SI
Scout Investments Kansas City, Missouri $3.8B AUM 45.91% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
SCM
Steadfast Capital Management New York $2.92B AUM 26.34% 1-Year Est. Return
JCMLC
JAT Capital Management LP (Connecticut) Greenwich, Connecticut $3.72B AUM 19.21% 1-Year Est. Return

Institute for Wealth Management's YELP Position: Q3 2013 in Review

Institute for Wealth Management sold out of Yelp (YELP) in Q3 2013, closing a stake of 100 shares — an estimated $3K sold.

Institute for Wealth Management first reported a position in YELP in Q2 2013 and held it in 1 quarter. The position peaked at $3K in Q2 2013. 203 funds tracked by Wall St. Rank hold YELP as of Q3 2013.

  • Institute for Wealth Management reported no remaining Yelp position as of Q3 2013 after selling out during the quarter.
  • Institute for Wealth Management sold 100 Yelp shares in Q3 2013, an estimated $3K.
  • Institute for Wealth Management first reported a position in Yelp in Q2 2013 and held it in 1 quarter.
  • Institute for Wealth Management's Yelp position peaked at $3K in Q2 2013.
  • 203 funds tracked by Wall St. Rank held Yelp as of Q3 2013.

Based on Institute for Wealth Management's 13F filing for Q3 2013, filed 4 Nov 2013.