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Intercontinental Wealth Advisors’s Stryker SYK Stock Holding History

Intercontinental Wealth Advisors’s Portfolio SYK Stock Details SYK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-2,500
Closed -$355K – 166
2017
Q3 		$355K Hold
2,500
– – 0.22% 76
2017
Q2 		$347K Hold
2,500
– – 0.22% 73
2017
Q1 		$329K Hold
2,500
– – 0.2% 92
2016
Q4 		$300K Buy
+2,500
New +$288K 0.19% 102

Other funds holding SYK

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GT
Greenleaf Trust Kalamazoo, Michigan $10.2B AUM 2.09% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Intercontinental Wealth Advisors's SYK Position: Q4 2017 in Review

Intercontinental Wealth Advisors sold out of Stryker (SYK) in Q4 2017, closing a stake of 2,500 shares — an estimated $355K sold.

Intercontinental Wealth Advisors first reported a position in SYK in Q4 2016 and held it in 4 quarters. The position peaked at $355K in Q3 2017. 1,126 funds tracked by Wall St. Rank hold SYK as of Q4 2017.

  • Intercontinental Wealth Advisors reported no remaining Stryker position as of Q4 2017 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 2,500 Stryker shares in Q4 2017, an estimated $355K.
  • Intercontinental Wealth Advisors first reported a position in Stryker in Q4 2016 and held it in 4 quarters.
  • Intercontinental Wealth Advisors's Stryker position peaked at $355K in Q3 2017.
  • 1,126 funds tracked by Wall St. Rank held Stryker as of Q4 2017.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2017, filed 20 Feb 2018.