JWA
BEAT

JFS Wealth Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

JFS Wealth Advisors’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q4 		– Sell
-800
Closed -$10K – 587
2015
Q3 		$10K Buy
+800
New +$10.2K ﹤0.01% 354

Other funds holding BEAT

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
TSW
Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CAD
Craig A. Drill $24.4M AUM 13.42% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

JFS Wealth Advisors's BEAT Position: Q4 2015 in Review

JFS Wealth Advisors sold out of BioTelemetry, Inc. (BEAT) in Q4 2015, closing a stake of 800 shares — an estimated $10K sold.

JFS Wealth Advisors first reported a position in BEAT in Q3 2015 and held it in 1 quarter. The position peaked at $10K in Q3 2015. 115 funds tracked by Wall St. Rank hold BEAT as of Q4 2015.

  • JFS Wealth Advisors reported no remaining BioTelemetry, Inc. position as of Q4 2015 after selling out during the quarter.
  • JFS Wealth Advisors sold 800 BioTelemetry, Inc. shares in Q4 2015, an estimated $10K.
  • JFS Wealth Advisors first reported a position in BioTelemetry, Inc. in Q3 2015 and held it in 1 quarter.
  • JFS Wealth Advisors's BioTelemetry, Inc. position peaked at $10K in Q3 2015.
  • 115 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2015.

Based on JFS Wealth Advisors's 13F filing for Q4 2015, filed 3 Feb 2016.