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Klingman & Associates’s Ericsson ERIC Stock Holding History

Klingman & Associates’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-1,363
Closed -$14K – 429
2015
Q2 		$14K Buy
+1,363
New +$15.8K 0.01% 286

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Klingman & Associates's ERIC Position: Q3 2015 in Review

Klingman & Associates sold out of Ericsson (ERIC) in Q3 2015, closing a stake of 1,363 shares — an estimated $14K sold.

Klingman & Associates first reported a position in ERIC in Q2 2015 and held it in 1 quarter. The position peaked at $14K in Q2 2015. 230 funds tracked by Wall St. Rank hold ERIC as of Q3 2015.

  • Klingman & Associates reported no remaining Ericsson position as of Q3 2015 after selling out during the quarter.
  • Klingman & Associates sold 1,363 Ericsson shares in Q3 2015, an estimated $14K.
  • Klingman & Associates first reported a position in Ericsson in Q2 2015 and held it in 1 quarter.
  • Klingman & Associates's Ericsson position peaked at $14K in Q2 2015.
  • 230 funds tracked by Wall St. Rank held Ericsson as of Q3 2015.

Based on Klingman & Associates's 13F filing for Q3 2015, filed 9 Feb 2016.