Jacobs Levy Equity Management
BEL

Jacobs Levy Equity Management’s Belmond Ltd. BEL Stock Holding History

Jacobs Levy Equity Management’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-36,200
Closed -$445K – 891
2015
Q1 		$445K Hold
36,200
– – 0.01% 593
2014
Q4 		$448K Buy
+36,200
New +$413K 0.01% 620
2014
Q2 		– Sell
-154,731
Closed -$2.23M – 981
2014
Q1 		$2.23M Buy
+154,731
New +$2.27M 0.04% 382
2013
Q3 		– Sell
-44,657
Closed -$543K – 1057
2013
Q2 		$543K Buy
+44,657
New +$487K 0.01% 711

Other funds holding BEL

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Jacobs Levy Equity Management's BEL Position: Q2 2015 in Review

Jacobs Levy Equity Management sold out of Belmond Ltd. (BEL) in Q2 2015, closing a stake of 36,200 shares — an estimated $445K sold.

Jacobs Levy Equity Management first reported a position in BEL in Q2 2013 and held it in 4 quarters. The position peaked at $2.23M in Q1 2014. 131 funds tracked by Wall St. Rank hold BEL as of Q2 2015.

  • Jacobs Levy Equity Management reported no remaining Belmond Ltd. position as of Q2 2015 after selling out during the quarter.
  • Jacobs Levy Equity Management sold 36,200 Belmond Ltd. shares in Q2 2015, an estimated $445K.
  • Jacobs Levy Equity Management first reported a position in Belmond Ltd. in Q2 2013 and held it in 4 quarters.
  • Jacobs Levy Equity Management's Belmond Ltd. position peaked at $2.23M in Q1 2014.
  • 131 funds tracked by Wall St. Rank held Belmond Ltd. as of Q2 2015.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2015, filed 14 Aug 2015.