Investors Capital Advisory Services’s Ericsson ERIC Stock Holding History

Investors Capital Advisory Services’s Portfolio ERIC Stock Details ERIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q2	$114K	Buy	14,935 +130	+0.9%	+$1.07K	0.02%	641
2016 Q1	$148K	Buy	14,805 +1,000	+7%	+$9.21K	0.03%	601
2015 Q4	$132K	Buy	13,805 +1,500	+12%	+$14.6K	0.03%	626
2015 Q3	$120K	Sell	12,305 -211	-2%	-$2.13K	0.02%	634
2015 Q2	$130K	Hold	12,516	–	–	0.02%	658
2015 Q1	$157K	Hold	12,516	–	–	0.03%	643
2014 Q4	$151K	Buy	12,516 +85	+0.7%	+$1.02K	0.03%	620
2014 Q3	$156K	Sell	12,431 -240	-2%	-$2.98K	0.03%	599
2014 Q2	$153K	Sell	12,671 -180	-1%	-$2.24K	0.02%	610
2014 Q1	$171K	Hold	12,851	–	–	0.04%	564
2013 Q4	$157K	Buy	12,851 +240	+2%	+$2.98K	0.04%	538
2013 Q3	$168K	Buy	+12,611	New	+$156K	0.04%	485

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LBA

Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

TGI

Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return

Investors Capital Advisory Services's ERIC Position: Q2 2016 in Review

Investors Capital Advisory Services increased its Ericsson (ERIC) stake by 0.88% in Q2 2016, buying an estimated $1.07K and bringing the position to 14,935 shares worth $114K. The position accounts for 0.02% of the portfolio, ranked #641.

Investors Capital Advisory Services first reported a position in ERIC in Q3 2013 and has held it in 12 quarters since. The position peaked at $171K in Q1 2014. 228 funds tracked by Wall St. Rank hold ERIC as of Q2 2016.

Investors Capital Advisory Services held 14,935 shares of Ericsson worth $114K as of Q2 2016.
Investors Capital Advisory Services bought 130 Ericsson shares in Q2 2016, an estimated $1.07K.
Ericsson made up 0.02% of Investors Capital Advisory Services's portfolio in Q2 2016, its #641 holding.
Investors Capital Advisory Services first reported a position in Ericsson in Q3 2013 and has held it in 12 quarters since.
Investors Capital Advisory Services's Ericsson position peaked at $171K in Q1 2014.
228 funds tracked by Wall St. Rank held Ericsson as of Q2 2016.

Based on Investors Capital Advisory Services's 13F filing for Q2 2016, filed 2 Aug 2016.