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Measured Wealth Private Client Group’s Banco Santander SAN Stock Holding History

Measured Wealth Private Client Group’s Portfolio SAN Stock Details SAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-17,741
Closed -$68K – 133
2019
Q3 		$68K Hold
17,741
– – 0.04% 132
2019
Q2 		$78K Buy
+17,741
New +$79.7K 0.05% 197

Other funds holding SAN

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BGIM
Brandywine Global Investment Management Philadelphia, Pennsylvania $14.9B AUM 20.41% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.69B AUM
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
MCM
Masters Capital Management Atlanta, Georgia $3.03B AUM 57.21% 1-Year Est. Return

Measured Wealth Private Client Group's SAN Position: Q4 2019 in Review

Measured Wealth Private Client Group sold out of Banco Santander (SAN) in Q4 2019, closing a stake of 17,741 shares — an estimated $68K sold.

Measured Wealth Private Client Group first reported a position in SAN in Q2 2019 and held it in 2 quarters. The position peaked at $78K in Q2 2019. 324 funds tracked by Wall St. Rank hold SAN as of Q4 2019.

  • Measured Wealth Private Client Group reported no remaining Banco Santander position as of Q4 2019 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 17,741 Banco Santander shares in Q4 2019, an estimated $68K.
  • Measured Wealth Private Client Group first reported a position in Banco Santander in Q2 2019 and held it in 2 quarters.
  • Measured Wealth Private Client Group's Banco Santander position peaked at $78K in Q2 2019.
  • 324 funds tracked by Wall St. Rank held Banco Santander as of Q4 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2019, filed 15 Jan 2020.