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Longer Investments’s Ericsson ERIC Stock Holding History

Longer Investments’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
2014
Q3 		– Sell
-70,595
Closed -$853K – 41
2014
Q2 		$853K Sell
70,595
-56,850
-45% -$708K 0.64% 41
2014
Q1 		$1.7M Buy
+127,445
New +$1.59M 1.35% 27
2013
Q4 		– Sell
-102,850
Closed -$1.37M – 45
2013
Q3 		$1.37M Buy
+102,850
New +$1.28M 1.1% 40

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
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 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
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Longer Investments's ERIC Position: Q3 2014 in Review

Longer Investments sold out of Ericsson (ERIC) in Q3 2014, closing a stake of 70,595 shares — an estimated $853K sold.

Longer Investments first reported a position in ERIC in Q3 2013 and held it in 3 quarters. The position peaked at $1.7M in Q1 2014. 222 funds tracked by Wall St. Rank hold ERIC as of Q3 2014.

  • Longer Investments reported no remaining Ericsson position as of Q3 2014 after selling out during the quarter.
  • Longer Investments sold 70,595 Ericsson shares in Q3 2014, an estimated $853K.
  • Longer Investments first reported a position in Ericsson in Q3 2013 and held it in 3 quarters.
  • Longer Investments's Ericsson position peaked at $1.7M in Q1 2014.
  • 222 funds tracked by Wall St. Rank held Ericsson as of Q3 2014.

Based on Longer Investments's 13F filing for Q3 2014, filed 14 Oct 2014.