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Pathway Financial Advisors’s SAP SAP Stock Holding History

Pathway Financial Advisors’s Portfolio SAP Stock Details SAP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-296
Closed -$34K – 318
2018
Q2 		$34K Hold
296
– – 0.02% 300
2018
Q1 		$31K Hold
296
– – 0.02% 318
2017
Q4 		$33K Buy
+296
New +$33.5K 0.02% 321

Other funds holding SAP

Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return
SCP
Soroban Capital Partners New York $47.8B AUM 11.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
SGA
Sustainable Growth Advisers Stamford, Connecticut $10.2B AUM 1.48% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return

Pathway Financial Advisors's SAP Position: Q3 2018 in Review

Pathway Financial Advisors sold out of SAP (SAP) in Q3 2018, closing a stake of 296 shares — an estimated $34K sold.

Pathway Financial Advisors first reported a position in SAP in Q4 2017 and held it in 3 quarters. The position peaked at $34K in Q2 2018. 450 funds tracked by Wall St. Rank hold SAP as of Q3 2018.

  • Pathway Financial Advisors reported no remaining SAP position as of Q3 2018 after selling out during the quarter.
  • Pathway Financial Advisors sold 296 SAP shares in Q3 2018, an estimated $34K.
  • Pathway Financial Advisors first reported a position in SAP in Q4 2017 and held it in 3 quarters.
  • Pathway Financial Advisors's SAP position peaked at $34K in Q2 2018.
  • 450 funds tracked by Wall St. Rank held SAP as of Q3 2018.

Based on Pathway Financial Advisors's 13F filing for Q3 2018, filed 16 Jan 2019.