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MYCIO Wealth Partners’s Estee Lauder EL Stock Holding History

MYCIO Wealth Partners’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-528
Closed -$47K – 342
2016
Q3 		$47K Sell
528
-616
-54% -$56.2K 0.01% 351
2016
Q2 		$104K Buy
1,144
+343
+43% +$32K 0.02% 258
2016
Q1 		$76K Buy
+801
New +$71.4K 0.01% 272

Other funds holding EL

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

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

MYCIO Wealth Partners sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 528 shares — an estimated $47K sold.

MYCIO Wealth Partners first reported a position in EL in Q1 2016 and held it in 3 quarters. The position peaked at $104K in Q2 2016. 622 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • MYCIO Wealth Partners reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • MYCIO Wealth Partners sold 528 Estee Lauder shares in Q4 2016, an estimated $47K.
  • MYCIO Wealth Partners first reported a position in Estee Lauder in Q1 2016 and held it in 3 quarters.
  • MYCIO Wealth Partners's Estee Lauder position peaked at $104K in Q2 2016.
  • 622 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

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