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Kelleher Financial Advisors’s AerCap AER Stock Holding History

Kelleher Financial Advisors’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-15,700
Closed -$662K – 113
2014
Q1 		$662K Hold
15,700
– – 0.36% 56
2013
Q4 		$602K Buy
15,700
+5,700
+57% +$134K 0.31% 56
2013
Q3 		$195K Hold
10,000
– – 0.11% 97
2013
Q2 		$175K Buy
+10,000
New +$163K 0.11% 94

Other funds holding AER

JP
Jana Partners New York $1.34B AUM 4.95% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Steadfast Capital Management New York $3.26B AUM 36.54% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
GC
Greenlight Capital New York $2.05B AUM 78.75% 1-Year Est. Return

Kelleher Financial Advisors's AER Position: Q2 2014 in Review

Kelleher Financial Advisors sold out of AerCap (AER) in Q2 2014, closing a stake of 15,700 shares — an estimated $662K sold.

Kelleher Financial Advisors first reported a position in AER in Q2 2013 and held it in 4 quarters. The position peaked at $662K in Q1 2014. 155 funds tracked by Wall St. Rank hold AER as of Q2 2014.

  • Kelleher Financial Advisors reported no remaining AerCap position as of Q2 2014 after selling out during the quarter.
  • Kelleher Financial Advisors sold 15,700 AerCap shares in Q2 2014, an estimated $662K.
  • Kelleher Financial Advisors first reported a position in AerCap in Q2 2013 and held it in 4 quarters.
  • Kelleher Financial Advisors's AerCap position peaked at $662K in Q1 2014.
  • 155 funds tracked by Wall St. Rank held AerCap as of Q2 2014.

Based on Kelleher Financial Advisors's 13F filing for Q2 2014, filed 15 Aug 2014.