Kaizen Advisory’s Nasdaq NDAQ Stock Holding History

Kaizen Advisory’s Portfolio NDAQ Stock Details NDAQ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$23K	Sell	828 -87	-10%	-$2.48K	0.02%	488
2018 Q3	$26K	Hold	915	–	–	0.01%	479
2018 Q2	$28K	Buy	915 +579	+172%	+$17.4K	0.01%	475
2018 Q1	$10K	Hold	336	–	–	0.01%	489
2017 Q4	$9K	Buy	+336	New	+$8.48K	0.01%	507

Other funds holding NDAQ

Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

FPP

Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return

Kaizen Advisory's NDAQ Position: Q4 2018 in Review

Kaizen Advisory reduced its Nasdaq (NDAQ) stake by 9.5% in Q4 2018, selling an estimated $2.48K and leaving 828 shares worth $23K. The position accounts for 0.02% of the portfolio, ranked #488.

Kaizen Advisory first reported a position in NDAQ in Q4 2017 and has held it in 5 quarters since. The position peaked at $28K in Q2 2018. 525 funds tracked by Wall St. Rank hold NDAQ as of Q4 2018.

Kaizen Advisory held 828 shares of Nasdaq worth $23K as of Q4 2018.
Kaizen Advisory sold 87 Nasdaq shares in Q4 2018, an estimated $2.48K.
Nasdaq made up 0.02% of Kaizen Advisory's portfolio in Q4 2018, its #488 holding.
Kaizen Advisory first reported a position in Nasdaq in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Nasdaq position peaked at $28K in Q2 2018.
525 funds tracked by Wall St. Rank held Nasdaq as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.