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OneDigital Investment Advisors’s Ericsson ERIC Stock Holding History

OneDigital Investment Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,705
Closed -$36K – 1080
2018
Q2 		$36K Sell
4,705
-997
-17% -$7.29K 0.01% 595
2018
Q1 		$36K Hold
5,702
– – 0.01% 608
2017
Q4 		$38K Sell
5,702
-470
-8% -$2.93K ﹤0.01% 584
2017
Q3 		$35K Buy
6,172
+132
+2% +$816 0.01% 468
2017
Q2 		$43K Buy
+6,040
New +$41K 0.01% 514

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

OneDigital Investment Advisors's ERIC Position: Q3 2018 in Review

OneDigital Investment Advisors sold out of Ericsson (ERIC) in Q3 2018, closing a stake of 4,705 shares — an estimated $36K sold.

OneDigital Investment Advisors first reported a position in ERIC in Q2 2017 and held it in 5 quarters. The position peaked at $43K in Q2 2017. 203 funds tracked by Wall St. Rank hold ERIC as of Q3 2018.

  • OneDigital Investment Advisors reported no remaining Ericsson position as of Q3 2018 after selling out during the quarter.
  • OneDigital Investment Advisors sold 4,705 Ericsson shares in Q3 2018, an estimated $36K.
  • OneDigital Investment Advisors first reported a position in Ericsson in Q2 2017 and held it in 5 quarters.
  • OneDigital Investment Advisors's Ericsson position peaked at $43K in Q2 2017.
  • 203 funds tracked by Wall St. Rank held Ericsson as of Q3 2018.

Based on OneDigital Investment Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.