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Loomis, Sayles & Company’s
ePlus
PLUS
Stock Holding History
Loomis, Sayles & Company’s Portfolio
PLUS Stock Details
PLUS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q4
–
Sell
-184
Closed
-$9K
–
914
2018
Q3
$9K
Hold
184
–
–
﹤0.01%
822
2018
Q2
$9K
Sell
184
-20
-10%
-$873
﹤0.01%
808
2018
Q1
$8K
Hold
204
–
–
﹤0.01%
826
2017
Q4
$8K
Sell
204
-432
-68%
-$18.2K
﹤0.01%
802
2017
Q3
$29K
Sell
636
-200
-24%
-$8.16K
﹤0.01%
696
2017
Q2
$31K
Buy
836
+160
+24%
+$5.8K
﹤0.01%
686
2017
Q1
$23K
Buy
+676
New
+$20.7K
﹤0.01%
761
Other funds holding PLUS
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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