MLL
WBD icon

Moody Lynn & Lieberson’s Warner Bros WBD Stock Holding History

Moody Lynn & Lieberson’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
2014
Q2 		– Sell
-143,493
Closed -$6.06M – 212
2014
Q1 		$6.06M Sell
143,493
-1,031
-0.7% -$43.5K 0.88% 50
2013
Q4 		$6.68M Sell
144,524
-19,228
-12% -$832K 0.91% 46
2013
Q3 		$7.06M Buy
163,752
+73,593
+82% +$3.06M 1.09% 34
2013
Q2 		$3.56M Buy
+90,159
New +$3.59M 0.62% 60

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BTS
BB&T Securities Richmond, Virginia $10.9B AUM 5.31% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
BG
BlackRock Group London, United Kingdom $210B AUM 15.5% 1-Year Est. Return

Moody Lynn & Lieberson's WBD Position: Q2 2014 in Review

Moody Lynn & Lieberson sold out of Warner Bros (WBD) in Q2 2014, closing a stake of 143,493 shares — an estimated $6.06M sold.

Moody Lynn & Lieberson first reported a position in WBD in Q2 2013 and held it in 4 quarters. The position peaked at $7.06M in Q3 2013. 479 funds tracked by Wall St. Rank hold WBD as of Q2 2014.

  • Moody Lynn & Lieberson reported no remaining Warner Bros position as of Q2 2014 after selling out during the quarter.
  • Moody Lynn & Lieberson sold 143,493 Warner Bros shares in Q2 2014, an estimated $6.06M.
  • Moody Lynn & Lieberson first reported a position in Warner Bros in Q2 2013 and held it in 4 quarters.
  • Moody Lynn & Lieberson's Warner Bros position peaked at $7.06M in Q3 2013.
  • 479 funds tracked by Wall St. Rank held Warner Bros as of Q2 2014.

Based on Moody Lynn & Lieberson's 13F filing for Q2 2014, filed 30 Jul 2014.