Peloton Wealth Strategists’s Under Armour UAA Stock Holding History

Peloton Wealth Strategists’s Portfolio UAA Stock Details UAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-5,250	Closed	-$203K	–	76
2016 Q3	$203K	Buy	+5,250	New	+$212K	0.17%	72
2016 Q1	$467K	Hold	11,078	–	–	0.4%	67
2015 Q4	$443K	Hold	11,078	–	–	0.38%	69
2015 Q3	$532K	Hold	11,078	–	–	0.46%	65
2015 Q2	$459K	Hold	11,078	–	–	0.37%	65
2015 Q1	$444K	Hold	11,078	–	–	0.34%	66
2014 Q4	$373K	Hold	11,078	–	–	0.28%	70
2014 Q3	$380K	Hold	11,078	–	–	0.3%	69
2014 Q2	$221K	Buy	11,078 +1,007	+10%	+$26.3K	0.19%	68
2014 Q1	$287K	Sell	10,071 -2,014	-17%	-$52.3K	0.24%	73
2013 Q4	$262K	Hold	12,085	–	–	0.21%	71
2013 Q3	$238K	Buy	+12,085	New	+$212K	0.2%	72

Other funds holding UAA

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

BIT

BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Peloton Wealth Strategists's UAA Position: Q4 2016 in Review

Peloton Wealth Strategists sold out of Under Armour (UAA) in Q4 2016, closing a stake of 5,250 shares — an estimated $203K sold.

Peloton Wealth Strategists first reported a position in UAA in Q3 2013 and held it in 12 quarters. The position peaked at $532K in Q3 2015. 553 funds tracked by Wall St. Rank hold UAA as of Q4 2016.

Peloton Wealth Strategists reported no remaining Under Armour position as of Q4 2016 after selling out during the quarter.
Peloton Wealth Strategists sold 5,250 Under Armour shares in Q4 2016, an estimated $203K.
Peloton Wealth Strategists first reported a position in Under Armour in Q3 2013 and held it in 12 quarters.
Peloton Wealth Strategists's Under Armour position peaked at $532K in Q3 2015.
553 funds tracked by Wall St. Rank held Under Armour as of Q4 2016.

Based on Peloton Wealth Strategists's 13F filing for Q4 2016, filed 15 Feb 2017.