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Measured Wealth Private Client Group’s Dolby DLB Stock Holding History

Measured Wealth Private Client Group’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-2,329
Closed -$162K – 250
2018
Q3 		$162K Buy
+2,329
New +$156K 0.1% 169

Other funds holding DLB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
TAM
Timucuan Asset Management Jacksonville, Florida $2.72B AUM 4.95% 1-Year Est. Return

Measured Wealth Private Client Group's DLB Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Dolby (DLB) in Q4 2018, closing a stake of 2,329 shares — an estimated $162K sold.

Measured Wealth Private Client Group first reported a position in DLB in Q3 2018 and held it in 1 quarter. The position peaked at $162K in Q3 2018. 311 funds tracked by Wall St. Rank hold DLB as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Dolby position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 2,329 Dolby shares in Q4 2018, an estimated $162K.
  • Measured Wealth Private Client Group first reported a position in Dolby in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Dolby position peaked at $162K in Q3 2018.
  • 311 funds tracked by Wall St. Rank held Dolby as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.