JWA
DWA

JFS Wealth Advisors’s DREAMWORKS ANIMATION SKG INC CL-A DWA Stock Holding History

JFS Wealth Advisors’s Portfolio DWA Stock Details DWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1
Closed – – 510
2014
Q2 		$0 Buy
+1
New +$26 ﹤0.01% 493

Other funds holding DWA

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

JFS Wealth Advisors's DWA Position: Q3 2014 in Review

JFS Wealth Advisors sold out of DREAMWORKS ANIMATION SKG INC CL-A (DWA) in Q3 2014, closing a stake of 1 share.

JFS Wealth Advisors first reported a position in DWA in Q2 2014 and held it in 1 quarter. The position peaked at $0 in Q2 2014. 174 funds tracked by Wall St. Rank hold DWA as of Q3 2014.

  • JFS Wealth Advisors reported no remaining DREAMWORKS ANIMATION SKG INC CL-A position as of Q3 2014 after selling out during the quarter.
  • JFS Wealth Advisors sold 1 DREAMWORKS ANIMATION SKG INC CL-A share in Q3 2014.
  • JFS Wealth Advisors first reported a position in DREAMWORKS ANIMATION SKG INC CL-A in Q2 2014 and held it in 1 quarter.
  • JFS Wealth Advisors's DREAMWORKS ANIMATION SKG INC CL-A position peaked at $0 in Q2 2014.
  • 174 funds tracked by Wall St. Rank held DREAMWORKS ANIMATION SKG INC CL-A as of Q3 2014.

Based on JFS Wealth Advisors's 13F filing for Q3 2014, filed 29 Oct 2014.