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Johnson Financial Group Inc (Wisconsin)’s Quad QUAD Stock Holding History

Johnson Financial Group Inc (Wisconsin)’s Portfolio QUAD Stock Details QUAD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-100
Closed -$3K – 671
2016
Q4 		$3K Hold
100
– – ﹤0.01% 628
2016
Q3 		$3K Hold
100
– – ﹤0.01% 670
2016
Q2 		$2K Hold
100
– – ﹤0.01% 733
2016
Q1 		$1K Hold
100
– – ﹤0.01% 729
2015
Q4 		$1K Hold
100
– – ﹤0.01% 766
2015
Q3 		$1K Hold
100
– – ﹤0.01% 801
2015
Q2 		$2K Hold
100
– – ﹤0.01% 838
2015
Q1 		$2K Buy
+100
New +$2.21K ﹤0.01% 791

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Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
NI
Numeric Investors Boston, Massachusetts $13.7B AUM 28.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AAM
Advisors Asset Management Monument, Colorado $6.01B AUM 24.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Johnson Financial Group Inc (Wisconsin)'s QUAD Position: Q1 2017 in Review

Johnson Financial Group Inc (Wisconsin) sold out of Quad (QUAD) in Q1 2017, closing a stake of 100 shares — an estimated $3K sold.

Johnson Financial Group Inc (Wisconsin) first reported a position in QUAD in Q1 2015 and held it in 8 quarters. The position peaked at $3K in Q4 2016. 156 funds tracked by Wall St. Rank hold QUAD as of Q1 2017.

  • Johnson Financial Group Inc (Wisconsin) reported no remaining Quad position as of Q1 2017 after selling out during the quarter.
  • Johnson Financial Group Inc (Wisconsin) sold 100 Quad shares in Q1 2017, an estimated $3K.
  • Johnson Financial Group Inc (Wisconsin) first reported a position in Quad in Q1 2015 and held it in 8 quarters.
  • Johnson Financial Group Inc (Wisconsin)'s Quad position peaked at $3K in Q4 2016.
  • 156 funds tracked by Wall St. Rank held Quad as of Q1 2017.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q1 2017, filed 12 May 2017.