McAdam LLC’s Block Inc XYZ Stock Holding History

McAdam LLC’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-107	Closed	-$10K	–	643
2018 Q3	$10K	Sell	107 -23	-18%	-$1.77K	﹤0.01%	342
2018 Q2	$8K	Buy	130 +119	+1,082%	+$6.54K	﹤0.01%	353
2018 Q1	$1K	Buy	+11	New	+$505	﹤0.01%	716

Other funds holding XYZ

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $175B AUM 40.63% 1-Year Est. Return

McAdam LLC's XYZ Position: Q4 2018 in Review

McAdam LLC sold out of Block Inc (XYZ) in Q4 2018, closing a stake of 107 shares — an estimated $10K sold.

McAdam LLC first reported a position in XYZ in Q1 2018 and held it in 3 quarters. The position peaked at $10K in Q3 2018. 657 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

McAdam LLC reported no remaining Block Inc position as of Q4 2018 after selling out during the quarter.
McAdam LLC sold 107 Block Inc shares in Q4 2018, an estimated $10K.
McAdam LLC first reported a position in Block Inc in Q1 2018 and held it in 3 quarters.
McAdam LLC's Block Inc position peaked at $10K in Q3 2018.
657 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on McAdam LLC's 13F filing for Q4 2018, filed 30 Jan 2019.