MYCIO Wealth Partners’s Sotheby's BID Stock Holding History

MYCIO Wealth Partners’s Portfolio BID Stock Details BID Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-100	Closed	-$4K	–	763
2016 Q3	$4K	Sell	100 -50	-33%	-$1.77K	﹤0.01%	702
2016 Q2	$4K	Buy	150 +50	+50%	+$1.42K	﹤0.01%	743
2016 Q1	$3K	Hold	100	–	–	﹤0.01%	678
2015 Q4	$3K	Hold	100	–	–	﹤0.01%	669
2015 Q3	$3K	Hold	100	–	–	﹤0.01%	725
2015 Q2	$5K	Hold	100	–	–	﹤0.01%	596
2015 Q1	$4K	Hold	100	–	–	﹤0.01%	572
2014 Q4	$4K	Hold	100	–	–	﹤0.01%	546
2014 Q3	$4K	Hold	100	–	–	﹤0.01%	551
2014 Q2	$4K	Hold	100	–	–	﹤0.01%	562
2014 Q1	$4K	Hold	100	–	–	﹤0.01%	559
2013 Q4	$5K	Hold	100	–	–	﹤0.01%	515
2013 Q3	$5K	Hold	100	–	–	﹤0.01%	466
2013 Q2	$4K	Buy	+100	New	+$3.64K	﹤0.01%	486

Other funds holding BID

Third Point New York $2.08B AUM 27.04% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

MCM

Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return

VVP

Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

MYCIO Wealth Partners's BID Position: Q4 2016 in Review

MYCIO Wealth Partners sold out of Sotheby's (BID) in Q4 2016, closing a stake of 100 shares — an estimated $4K sold.

MYCIO Wealth Partners first reported a position in BID in Q2 2013 and held it in 14 quarters. The position peaked at $5K in Q2 2015. 205 funds tracked by Wall St. Rank hold BID as of Q4 2016.

MYCIO Wealth Partners reported no remaining Sotheby's position as of Q4 2016 after selling out during the quarter.
MYCIO Wealth Partners sold 100 Sotheby's shares in Q4 2016, an estimated $4K.
MYCIO Wealth Partners first reported a position in Sotheby's in Q2 2013 and held it in 14 quarters.
MYCIO Wealth Partners's Sotheby's position peaked at $5K in Q2 2015.
205 funds tracked by Wall St. Rank held Sotheby's as of Q4 2016.

Based on MYCIO Wealth Partners's 13F filing for Q4 2016, filed 1 Feb 2017.