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NFA
XYZ
Nationwide Fund Advisors’s
Block Inc
XYZ
Stock Holding History
Nationwide Fund Advisors’s Portfolio
XYZ Stock Details
XYZ Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2017
Q4
–
Sell
-641,770
Closed
-$18.5M
–
2196
2017
Q3
$18.5M
Sell
641,770
-31,900
-5%
-$835K
0.07%
346
2017
Q2
$15.8M
Sell
673,670
-117,450
-15%
-$2.43M
0.06%
424
2017
Q1
$13.7M
Buy
791,120
+491,905
+164%
+$7.69M
0.06%
503
2016
Q4
$4.08M
Buy
+299,215
New
+$3.72M
0.02%
1097
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$6.9T AUM
27.45%
1-Year Est. Return
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Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Capital World Investors
Los Angeles, California
$733B AUM
35.63%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
Allianz Asset Management
Munich, Germany
$86.6B AUM
38.74%
1-Year Est. Return
Goldman Sachs
New York
$761B AUM
31.28%
1-Year Est. Return
Bank of New York Mellon
New York
$544B AUM
28.31%
1-Year Est. Return
Susquehanna International Group
Bala Cynwyd, Pennsylvania
$77.3B AUM
36.07%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
NAMA
Nikko Asset Management Americas
New York
$7.07B AUM
50.91%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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