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Mar Vista Investment Partners’s Warner Bros WBD Stock Holding History

Mar Vista Investment Partners’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-336
Closed -$13K – 67
2014
Q3 		$13K Sell
336
-866
-72% -$36.1K ﹤0.01% 58
2014
Q2 		$46K Buy
+1,202
New +$47.3K ﹤0.01% 50

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State Street
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MG
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Massachusetts Financial Services
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Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.26% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 16.21% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Mar Vista Investment Partners's WBD Position: Q4 2014 in Review

Mar Vista Investment Partners sold out of Warner Bros (WBD) in Q4 2014, closing a stake of 336 shares — an estimated $13K sold.

Mar Vista Investment Partners first reported a position in WBD in Q2 2014 and held it in 2 quarters. The position peaked at $46K in Q2 2014. 457 funds tracked by Wall St. Rank hold WBD as of Q4 2014.

  • Mar Vista Investment Partners reported no remaining Warner Bros position as of Q4 2014 after selling out during the quarter.
  • Mar Vista Investment Partners sold 336 Warner Bros shares in Q4 2014, an estimated $13K.
  • Mar Vista Investment Partners first reported a position in Warner Bros in Q2 2014 and held it in 2 quarters.
  • Mar Vista Investment Partners's Warner Bros position peaked at $46K in Q2 2014.
  • 457 funds tracked by Wall St. Rank held Warner Bros as of Q4 2014.

Based on Mar Vista Investment Partners's 13F filing for Q4 2014, filed 4 Feb 2015.