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Patriot Financial Group Insurance Agency’s Yelp YELP Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-164
Closed -$5K – 949
2017
Q2 		$5K Buy
+164
New +$5.12K 0.01% 693

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PGP
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Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
EAM
EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $14.5B AUM 37.68% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Patriot Financial Group Insurance Agency's YELP Position: Q3 2017 in Review

Patriot Financial Group Insurance Agency sold out of Yelp (YELP) in Q3 2017, closing a stake of 164 shares — an estimated $5K sold.

Patriot Financial Group Insurance Agency first reported a position in YELP in Q2 2017 and held it in 1 quarter. The position peaked at $5K in Q2 2017. 220 funds tracked by Wall St. Rank hold YELP as of Q3 2017.

  • Patriot Financial Group Insurance Agency reported no remaining Yelp position as of Q3 2017 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 164 Yelp shares in Q3 2017, an estimated $5K.
  • Patriot Financial Group Insurance Agency first reported a position in Yelp in Q2 2017 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's Yelp position peaked at $5K in Q2 2017.
  • 220 funds tracked by Wall St. Rank held Yelp as of Q3 2017.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2017, filed 26 Oct 2017.