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James Investment Research’s Warner Bros WBD Stock Holding History

James Investment Research’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,835
Closed -$45K – 919
2018
Q4 		$45K Hold
1,835
– – ﹤0.01% 648
2018
Q3 		$59K Sell
1,835
-88,240
-98% -$2.49M ﹤0.01% 665
2018
Q2 		$2.48M Buy
90,075
+10,295
+13% +$245K 0.09% 225
2018
Q1 		$1.71M Buy
+79,780
New +$1.9M 0.06% 402
2017
Q4 		– Sell
-68,885
Closed -$1.47M – 858
2017
Q3 		$1.47M Buy
68,885
+26,800
+64% +$631K 0.05% 415
2017
Q2 		$1.09M Buy
+42,085
New +$1.14M 0.03% 406

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $141B AUM 30.34% 1-Year Est. Return
SCM
Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return