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NAP
New Amsterdam Partners’s
ePlus
PLUS
Stock Holding History
New Amsterdam Partners’s Portfolio
PLUS Stock Details
PLUS Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2019
Q1
–
Sell
-108,948
Closed
-$3.88M
–
126
2018
Q4
$3.88M
Sell
108,948
-1,064
-1%
-$42.9K
1.28%
30
2018
Q3
$5.1M
Sell
110,012
-21,244
-16%
-$1.06M
1.31%
24
2018
Q2
$6.18M
Buy
+131,256
New
+$5.73M
1.46%
22
2017
Q1
–
Sell
-192,880
Closed
-$5.55M
–
139
2016
Q4
$5.55M
Buy
192,880
+19,360
+11%
+$502K
1.26%
28
2016
Q3
$4.1M
Buy
+173,520
New
+$3.78M
0.94%
50
2015
Q2
–
Sell
-105,396
Closed
-$2.29M
–
130
2015
Q1
$2.29M
Buy
+105,396
New
+$2.05M
0.19%
108
Other funds holding PLUS
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New York
$5.7T AUM
30.48%
1-Year Est. Return
Vanguard Group
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
FMI
Fiduciary Management Inc
Milwaukee, Wisconsin
$8.06B AUM
6.78%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
Ameriprise
Minneapolis, Minnesota
$431B AUM
30.22%
1-Year Est. Return
PNC Financial Services Group
Pittsburgh, Pennsylvania
$173B AUM
20.72%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
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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