Kanaly Trust’s Sotheby's BID Stock Holding History

Kanaly Trust’s Portfolio BID Stock Details BID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	$4K	Hold	109	–	–	﹤0.01%	721
2016 Q3	$4K	Hold	109	–	–	﹤0.01%	699
2016 Q2	$3K	Buy	+109	New	+$3.08K	﹤0.01%	740

Other funds holding BID

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

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

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Kanaly Trust's BID Position: Q4 2016 in Review

Kanaly Trust held its Sotheby's (BID) position steady in Q4 2016 at 109 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #721.

Kanaly Trust first reported a position in BID in Q2 2016 and has held it in 3 quarters since. 205 funds tracked by Wall St. Rank hold BID as of Q4 2016.

Kanaly Trust held 109 shares of Sotheby's worth $4K as of Q4 2016.
Kanaly Trust left its Sotheby's share count unchanged in Q4 2016.
Sotheby's made up ﹤0.01% of Kanaly Trust's portfolio in Q4 2016, its #721 holding.
Kanaly Trust first reported a position in Sotheby's in Q2 2016 and has held it in 3 quarters since.
205 funds tracked by Wall St. Rank held Sotheby's as of Q4 2016.

Based on Kanaly Trust's 13F filing for Q4 2016, filed 23 Jan 2017.