PFGIA
WBC

Patriot Financial Group Insurance Agency’s WABCO HOLDINGS INC. WBC Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio WBC Stock Details WBC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-32
Closed -$4K – 960
2018
Q1 		$4K Hold
32
– – ﹤0.01% 801
2017
Q4 		$5K Buy
32
+8
+33% +$1.18K ﹤0.01% 750
2017
Q3 		$4K Hold
24
– – ﹤0.01% 761
2017
Q2 		$3K Buy
+24
New +$2.87K ﹤0.01% 810

Other funds holding WBC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
FP
FPR Partners San Francisco, California $579M AUM 26.76% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Patriot Financial Group Insurance Agency's WBC Position: Q2 2018 in Review

Patriot Financial Group Insurance Agency sold out of WABCO HOLDINGS INC. (WBC) in Q2 2018, closing a stake of 32 shares — an estimated $4K sold.

Patriot Financial Group Insurance Agency first reported a position in WBC in Q2 2017 and held it in 4 quarters. The position peaked at $5K in Q4 2017. 352 funds tracked by Wall St. Rank hold WBC as of Q2 2018.

  • Patriot Financial Group Insurance Agency reported no remaining WABCO HOLDINGS INC. position as of Q2 2018 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 32 WABCO HOLDINGS INC. shares in Q2 2018, an estimated $4K.
  • Patriot Financial Group Insurance Agency first reported a position in WABCO HOLDINGS INC. in Q2 2017 and held it in 4 quarters.
  • Patriot Financial Group Insurance Agency's WABCO HOLDINGS INC. position peaked at $5K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held WABCO HOLDINGS INC. as of Q2 2018.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2018, filed 14 Aug 2018.