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McNamara Financial Services’s Warner Bros WBD Stock Holding History

McNamara Financial Services’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
2015
Q1 		– Sell
-100
Closed -$3K – 165
2014
Q4 		$3K Buy
+100
New +$3.47K ﹤0.01% 190

Other funds holding WBD

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 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
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.09B AUM 17.35% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return

McNamara Financial Services's WBD Position: Q1 2015 in Review

McNamara Financial Services sold out of Warner Bros (WBD) in Q1 2015, closing a stake of 100 shares — an estimated $3K sold.

McNamara Financial Services first reported a position in WBD in Q4 2014 and held it in 1 quarter. The position peaked at $3K in Q4 2014. 437 funds tracked by Wall St. Rank hold WBD as of Q1 2015.

  • McNamara Financial Services reported no remaining Warner Bros position as of Q1 2015 after selling out during the quarter.
  • McNamara Financial Services sold 100 Warner Bros shares in Q1 2015, an estimated $3K.
  • McNamara Financial Services first reported a position in Warner Bros in Q4 2014 and held it in 1 quarter.
  • McNamara Financial Services's Warner Bros position peaked at $3K in Q4 2014.
  • 437 funds tracked by Wall St. Rank held Warner Bros as of Q1 2015.

Based on McNamara Financial Services's 13F filing for Q1 2015, filed 28 Apr 2015.