Kaizen Advisory’s Warner Bros WBD Stock Holding History

Kaizen Advisory’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
2018 Q4	$11K	Buy	454 +59	+15%	+$1.8K	0.01%	558
2018 Q3	$13K	Hold	395	–	–	0.01%	557
2018 Q2	$11K	Buy	395 +263	+199%	+$6.27K	0.01%	574
2018 Q1	$3K	Hold	132	–	–	﹤0.01%	576
2017 Q4	$3K	Buy	+132	New	+$2.58K	﹤0.01%	567

Other funds holding WBD

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

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

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

SCM

Smead Capital Management Phoenix, Arizona $4.6B AUM 27.56% 1-Year Est. Return

NSCM

New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Kaizen Advisory's WBD Position: Q4 2018 in Review

Kaizen Advisory increased its Warner Bros (WBD) stake by 15% in Q4 2018, buying an estimated $1.8K and bringing the position to 454 shares worth $11K. The position accounts for 0.01% of the portfolio, ranked #558.

Kaizen Advisory first reported a position in WBD in Q4 2017 and has held it in 5 quarters since. The position peaked at $13K in Q3 2018. 505 funds tracked by Wall St. Rank hold WBD as of Q4 2018.

Kaizen Advisory held 454 shares of Warner Bros worth $11K as of Q4 2018.
Kaizen Advisory bought 59 Warner Bros shares in Q4 2018, an estimated $1.8K.
Warner Bros made up 0.01% of Kaizen Advisory's portfolio in Q4 2018, its #558 holding.
Kaizen Advisory first reported a position in Warner Bros in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Warner Bros position peaked at $13K in Q3 2018.
505 funds tracked by Wall St. Rank held Warner Bros as of Q4 2018.

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