Lyons Wealth Management’s BioTelemetry, Inc. BEAT Stock Holding History

Lyons Wealth Management’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-17,700	Closed	-$1.14M	–	49
2018 Q3	$1.14M	Sell	17,700 -5,500	-24%	-$307K	2.26%	9
2018 Q2	$1.04M	Buy	23,200 +6,200	+36%	+$247K	1.49%	9
2018 Q1	$528K	Sell	17,000 -3,898	-19%	-$128K	0.8%	33
2017 Q4	$1.76M	Buy	20,898 +10,698	+105%	+$310K	2.88%	4
2017 Q3	$337K	Buy	+10,200	New	+$353K	0.51%	36
2017 Q1	–	Sell	-47,095	Closed	-$1.05M	–	63
2016 Q4	$1.05M	Buy	+47,095	New	+$921K	1.44%	10

Other funds holding BEAT

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Lyons Wealth Management's BEAT Position: Q4 2018 in Review

Lyons Wealth Management sold out of BioTelemetry, Inc. (BEAT) in Q4 2018, closing a stake of 17,700 shares — an estimated $1.14M sold.

Lyons Wealth Management first reported a position in BEAT in Q4 2016 and held it in 6 quarters. The position peaked at $1.76M in Q4 2017. 281 funds tracked by Wall St. Rank hold BEAT as of Q4 2018.

Lyons Wealth Management reported no remaining BioTelemetry, Inc. position as of Q4 2018 after selling out during the quarter.
Lyons Wealth Management sold 17,700 BioTelemetry, Inc. shares in Q4 2018, an estimated $1.14M.
Lyons Wealth Management first reported a position in BioTelemetry, Inc. in Q4 2016 and held it in 6 quarters.
Lyons Wealth Management's BioTelemetry, Inc. position peaked at $1.76M in Q4 2017.
281 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2018.

Based on Lyons Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.