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IPG Investment Advisors’s Ericsson ERIC Stock Holding History

IPG Investment Advisors’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
2017
Q4 		– Sell
-823,785
Closed -$4.74M – 156
2017
Q3 		$4.74M Hold
823,785
– – 1.63% 21
2017
Q2 		$5.91M Buy
823,785
+59,050
+8% +$400K 2.37% 16
2017
Q1 		$5.08M Sell
764,735
-205,195
-21% -$1.27M 2.29% 13
2016
Q4 		$5.65M Buy
+969,930
New +$5.35M 2.3% 11

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $4.64B AUM 35.47% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

IPG Investment Advisors's ERIC Position: Q4 2017 in Review

IPG Investment Advisors sold out of Ericsson (ERIC) in Q4 2017, closing a stake of 823,785 shares — an estimated $4.74M sold.

IPG Investment Advisors first reported a position in ERIC in Q4 2016 and held it in 4 quarters. The position peaked at $5.91M in Q2 2017. 187 funds tracked by Wall St. Rank hold ERIC as of Q4 2017.

  • IPG Investment Advisors reported no remaining Ericsson position as of Q4 2017 after selling out during the quarter.
  • IPG Investment Advisors sold 823,785 Ericsson shares in Q4 2017, an estimated $4.74M.
  • IPG Investment Advisors first reported a position in Ericsson in Q4 2016 and held it in 4 quarters.
  • IPG Investment Advisors's Ericsson position peaked at $5.91M in Q2 2017.
  • 187 funds tracked by Wall St. Rank held Ericsson as of Q4 2017.

Based on IPG Investment Advisors's 13F filing for Q4 2017, filed 7 Feb 2018.