P8IP
SCHW

Pier 88 Investment Partners’s Charles Schwab SCHW Stock Holding History

Pier 88 Investment Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-930
Closed -$49K – 108
2018
Q1 		$49K Buy
+930
New +$49.8K 0.02% 103

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T. Rowe Price Associates
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return

Pier 88 Investment Partners's SCHW Position: Q2 2018 in Review

Pier 88 Investment Partners sold out of Charles Schwab (SCHW) in Q2 2018, closing a stake of 930 shares — an estimated $49K sold.

Pier 88 Investment Partners first reported a position in SCHW in Q1 2018 and held it in 1 quarter. The position peaked at $49K in Q1 2018. 1,060 funds tracked by Wall St. Rank hold SCHW as of Q2 2018.

  • Pier 88 Investment Partners reported no remaining Charles Schwab position as of Q2 2018 after selling out during the quarter.
  • Pier 88 Investment Partners sold 930 Charles Schwab shares in Q2 2018, an estimated $49K.
  • Pier 88 Investment Partners first reported a position in Charles Schwab in Q1 2018 and held it in 1 quarter.
  • Pier 88 Investment Partners's Charles Schwab position peaked at $49K in Q1 2018.
  • 1,060 funds tracked by Wall St. Rank held Charles Schwab as of Q2 2018.

Based on Pier 88 Investment Partners's 13F filing for Q2 2018, filed 25 Jul 2018.