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Montgomery Investment Management’s Qualcomm QCOM Stock Holding History

Montgomery Investment Management’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-6,516
Closed -$439K – 73
2013
Q3 		$439K Buy
6,516
+3,000
+85% +$197K 0.24% 62
2013
Q2 		$215K Buy
+3,516
New +$224K 0.12% 75

Other funds holding QCOM

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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Montgomery Investment Management's QCOM Position: Q4 2013 in Review

Montgomery Investment Management sold out of Qualcomm (QCOM) in Q4 2013, closing a stake of 6,516 shares — an estimated $439K sold.

Montgomery Investment Management first reported a position in QCOM in Q2 2013 and held it in 2 quarters. The position peaked at $439K in Q3 2013. 1,558 funds tracked by Wall St. Rank hold QCOM as of Q4 2013.

  • Montgomery Investment Management reported no remaining Qualcomm position as of Q4 2013 after selling out during the quarter.
  • Montgomery Investment Management sold 6,516 Qualcomm shares in Q4 2013, an estimated $439K.
  • Montgomery Investment Management first reported a position in Qualcomm in Q2 2013 and held it in 2 quarters.
  • Montgomery Investment Management's Qualcomm position peaked at $439K in Q3 2013.
  • 1,558 funds tracked by Wall St. Rank held Qualcomm as of Q4 2013.

Based on Montgomery Investment Management's 13F filing for Q4 2013, filed 23 Jan 2014.