LS
BEL

Lupo Securities’s Belmond Ltd. BEL Stock Holding History

Lupo Securities’s Portfolio BEL Stock Details BEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-197
Closed -$2K – 448
2015
Q1 		$2K Hold
197
– – ﹤0.01% 425
2014
Q4 		$2.44K Buy
+197
New +$2.25K ﹤0.01% 462

Other funds holding BEL

Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
CSC
Cove Street Capital El Segundo, California $76.6M AUM 36% 1-Year Est. Return
RFC
Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Lupo Securities's BEL Position: Q2 2015 in Review

Lupo Securities sold out of Belmond Ltd. (BEL) in Q2 2015, closing a stake of 197 shares — an estimated $2K sold.

Lupo Securities first reported a position in BEL in Q4 2014 and held it in 2 quarters. The position peaked at $2.44K in Q4 2014. 131 funds tracked by Wall St. Rank hold BEL as of Q2 2015.

  • Lupo Securities reported no remaining Belmond Ltd. position as of Q2 2015 after selling out during the quarter.
  • Lupo Securities sold 197 Belmond Ltd. shares in Q2 2015, an estimated $2K.
  • Lupo Securities first reported a position in Belmond Ltd. in Q4 2014 and held it in 2 quarters.
  • Lupo Securities's Belmond Ltd. position peaked at $2.44K in Q4 2014.
  • 131 funds tracked by Wall St. Rank held Belmond Ltd. as of Q2 2015.

Based on Lupo Securities's 13F filing for Q2 2015, filed 14 Aug 2015.