OIM
ANTX

Orca Investment Management’s Anthem, Inc. ANTX Stock Holding History

Orca Investment Management’s Portfolio ANTX Stock Details ANTX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-10,735
Closed -$504K – 75
2016
Q4 		$504K Sell
10,735
-798
-7% -$35.8K 0.49% 50
2016
Q3 		$501K Hold
11,533
– – 0.52% 47
2016
Q2 		$516K Buy
+11,533
New +$527K 0.5% 50

Other funds holding ANTX

UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
CAM
Camden Asset Management Los Angeles, California $2.94B AUM 14.59% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Calamos Advisors
Calamos Advisors Naperville, Illinois $30.1B AUM 30.03% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
ACM
Advent Capital Management New York $3.63B AUM 0.29% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Orca Investment Management's ANTX Position: Q1 2017 in Review

Orca Investment Management sold out of Anthem, Inc. (ANTX) in Q1 2017, closing a stake of 10,735 shares — an estimated $504K sold.

Orca Investment Management first reported a position in ANTX in Q2 2016 and held it in 3 quarters. The position peaked at $516K in Q2 2016. 48 funds tracked by Wall St. Rank hold ANTX as of Q1 2017.

  • Orca Investment Management reported no remaining Anthem, Inc. position as of Q1 2017 after selling out during the quarter.
  • Orca Investment Management sold 10,735 Anthem, Inc. shares in Q1 2017, an estimated $504K.
  • Orca Investment Management first reported a position in Anthem, Inc. in Q2 2016 and held it in 3 quarters.
  • Orca Investment Management's Anthem, Inc. position peaked at $516K in Q2 2016.
  • 48 funds tracked by Wall St. Rank held Anthem, Inc. as of Q1 2017.

Based on Orca Investment Management's 13F filing for Q1 2017, filed 28 Apr 2017.