KWILP
BID

Kiwi Wealth Investments Limited Partnership’s Sotheby's BID Stock Holding History

Kiwi Wealth Investments Limited Partnership’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 		– Sell
-63,813
Closed -$2.43M – 168
2016
Q3 		$2.43M Buy
+63,813
New +$2.26M 0.21% 104
2015
Q3 		– Sell
-222,667
Closed -$10.1M – 120
2015
Q2 		$10.1M Sell
222,667
-10,319
-4% -$457K 1.07% 38
2015
Q1 		$9.85M Buy
+232,986
New +$9.94M 1% 41

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.14% 1-Year Est. Return
AllianceBernstein
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 $3.29B AUM 6.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return

Kiwi Wealth Investments Limited Partnership's BID Position: Q4 2016 in Review

Kiwi Wealth Investments Limited Partnership sold out of Sotheby's (BID) in Q4 2016, closing a stake of 63,813 shares — an estimated $2.43M sold.

Kiwi Wealth Investments Limited Partnership first reported a position in BID in Q1 2015 and held it in 3 quarters. The position peaked at $10.1M in Q2 2015. 205 funds tracked by Wall St. Rank hold BID as of Q4 2016.

  • Kiwi Wealth Investments Limited Partnership reported no remaining Sotheby's position as of Q4 2016 after selling out during the quarter.
  • Kiwi Wealth Investments Limited Partnership sold 63,813 Sotheby's shares in Q4 2016, an estimated $2.43M.
  • Kiwi Wealth Investments Limited Partnership first reported a position in Sotheby's in Q1 2015 and held it in 3 quarters.
  • Kiwi Wealth Investments Limited Partnership's Sotheby's position peaked at $10.1M in Q2 2015.
  • 205 funds tracked by Wall St. Rank held Sotheby's as of Q4 2016.

Based on Kiwi Wealth Investments Limited Partnership's 13F filing for Q4 2016, filed 8 Feb 2017.