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Mutual Advisors’s Prestige Consumer Healthcare PBH Stock Holding History

Mutual Advisors’s Portfolio PBH Stock Details PBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-6,148
Closed -$273K – 394
2017
Q4 		$273K Buy
+6,148
New +$280K 0.1% 229

Other funds holding PBH

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
MRCP
Manor Road Capital Partners New York $63.8M AUM 19.5% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Mutual Advisors's PBH Position: Q1 2018 in Review

Mutual Advisors sold out of Prestige Consumer Healthcare (PBH) in Q1 2018, closing a stake of 6,148 shares — an estimated $273K sold.

Mutual Advisors first reported a position in PBH in Q4 2017 and held it in 1 quarter. The position peaked at $273K in Q4 2017. 239 funds tracked by Wall St. Rank hold PBH as of Q1 2018.

  • Mutual Advisors reported no remaining Prestige Consumer Healthcare position as of Q1 2018 after selling out during the quarter.
  • Mutual Advisors sold 6,148 Prestige Consumer Healthcare shares in Q1 2018, an estimated $273K.
  • Mutual Advisors first reported a position in Prestige Consumer Healthcare in Q4 2017 and held it in 1 quarter.
  • Mutual Advisors's Prestige Consumer Healthcare position peaked at $273K in Q4 2017.
  • 239 funds tracked by Wall St. Rank held Prestige Consumer Healthcare as of Q1 2018.

Based on Mutual Advisors's 13F filing for Q1 2018, filed 11 May 2018.