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Kays Financial Advisory’s Warner Bros WBD Stock Holding History

Kays Financial 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
2015
Q3 		– Sell
-10,459
Closed -$348K – 65
2015
Q2 		$348K Buy
10,459
+1,186
+13% +$39.1K 0.2% 49
2015
Q1 		$285K Buy
9,273
+1,295
+16% +$40.6K 0.17% 57
2014
Q4 		$275K Buy
+7,978
New +$277K 0.19% 44
2014
Q3 		– Sell
-6,748
Closed -$256K – 44
2014
Q2 		$256K Buy
+6,748
New +$266K 0.18% 39

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Bank of New York Mellon
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Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
MNA
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return