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Omnia Family Wealth’s Sally Beauty Holdings SBH Stock Holding History

Omnia Family Wealth’s Portfolio SBH Stock Details SBH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-235
Closed -$5K – 633
2017
Q3 		$5K Hold
235
– – ﹤0.01% 345
2017
Q2 		$5K Buy
+235
New +$4.53K ﹤0.01% 414

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BlackRock
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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Omnia Family Wealth's SBH Position: Q4 2017 in Review

Omnia Family Wealth sold out of Sally Beauty Holdings (SBH) in Q4 2017, closing a stake of 235 shares — an estimated $5K sold.

Omnia Family Wealth first reported a position in SBH in Q2 2017 and held it in 2 quarters. The position peaked at $5K in Q3 2017. 231 funds tracked by Wall St. Rank hold SBH as of Q4 2017.

  • Omnia Family Wealth reported no remaining Sally Beauty Holdings position as of Q4 2017 after selling out during the quarter.
  • Omnia Family Wealth sold 235 Sally Beauty Holdings shares in Q4 2017, an estimated $5K.
  • Omnia Family Wealth first reported a position in Sally Beauty Holdings in Q2 2017 and held it in 2 quarters.
  • Omnia Family Wealth's Sally Beauty Holdings position peaked at $5K in Q3 2017.
  • 231 funds tracked by Wall St. Rank held Sally Beauty Holdings as of Q4 2017.

Based on Omnia Family Wealth's 13F filing for Q4 2017, filed 2 Feb 2018.