PC
BID

Palo Capital’s Sotheby's BID Stock Holding History

Palo Capital’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-9,531
Closed -$433K – 128
2017
Q1 		$433K Sell
9,531
-4,297
-31% -$184K 0.26% 107
2016
Q4 		$551K Sell
13,828
-3,538
-20% -$134K 0.35% 90
2016
Q3 		$660K Sell
17,366
-22,022
-56% -$779K 0.46% 71
2016
Q2 		$1.08M Buy
+39,388
New +$1.11M 0.37% 75

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
PIM
Paradice Investment Management Denver, Colorado $532M AUM 29.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Palo Capital's BID Position: Q2 2017 in Review

Palo Capital sold out of Sotheby's (BID) in Q2 2017, closing a stake of 9,531 shares — an estimated $433K sold.

Palo Capital first reported a position in BID in Q2 2016 and held it in 4 quarters. The position peaked at $1.08M in Q2 2016. 218 funds tracked by Wall St. Rank hold BID as of Q2 2017.

  • Palo Capital reported no remaining Sotheby's position as of Q2 2017 after selling out during the quarter.
  • Palo Capital sold 9,531 Sotheby's shares in Q2 2017, an estimated $433K.
  • Palo Capital first reported a position in Sotheby's in Q2 2016 and held it in 4 quarters.
  • Palo Capital's Sotheby's position peaked at $1.08M in Q2 2016.
  • 218 funds tracked by Wall St. Rank held Sotheby's as of Q2 2017.

Based on Palo Capital's 13F filing for Q2 2017, filed 17 Jul 2017.