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MinichMacGregor Wealth Management’s Under Armour Class C UA Stock Holding History

MinichMacGregor Wealth Management’s Portfolio UA Stock Details UA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,007
Closed -$34K – 504
2016
Q3 		$34K Hold
1,007
– – 0.03% 146
2016
Q2 		$36K Buy
+1,007
New +$37.1K 0.03% 135

Other funds holding UA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BCM
Bares Capital Management Austin, Texas $1.08B AUM 38.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

MinichMacGregor Wealth Management's UA Position: Q4 2016 in Review

MinichMacGregor Wealth Management sold out of Under Armour Class C (UA) in Q4 2016, closing a stake of 1,007 shares — an estimated $34K sold.

MinichMacGregor Wealth Management first reported a position in UA in Q2 2016 and held it in 2 quarters. The position peaked at $36K in Q2 2016. 481 funds tracked by Wall St. Rank hold UA as of Q4 2016.

  • MinichMacGregor Wealth Management reported no remaining Under Armour Class C position as of Q4 2016 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 1,007 Under Armour Class C shares in Q4 2016, an estimated $34K.
  • MinichMacGregor Wealth Management first reported a position in Under Armour Class C in Q2 2016 and held it in 2 quarters.
  • MinichMacGregor Wealth Management's Under Armour Class C position peaked at $36K in Q2 2016.
  • 481 funds tracked by Wall St. Rank held Under Armour Class C as of Q4 2016.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2016, filed 28 Jun 2018.