P8IP
XYZ

Pier 88 Investment Partners’s Block Inc XYZ Stock Holding History

Pier 88 Investment Partners’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-6,180
Closed -$304K – 114
2018
Q1 		$304K Sell
6,180
-4,880
-44% -$224K 0.15% 78
2017
Q4 		$383K Sell
11,060
-5,340
-33% -$196K 0.14% 89
2017
Q3 		$472K Buy
16,400
+1,400
+9% +$36.6K 0.18% 57
2017
Q2 		$352K Buy
+15,000
New +$310K 0.14% 72

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Sumitomo Mitsui Trust Group
Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return
NAMA
Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

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

Pier 88 Investment Partners sold out of Block Inc (XYZ) in Q2 2018, closing a stake of 6,180 shares — an estimated $304K sold.

Pier 88 Investment Partners first reported a position in XYZ in Q2 2017 and held it in 4 quarters. The position peaked at $472K in Q3 2017. 533 funds tracked by Wall St. Rank hold XYZ as of Q2 2018.

  • Pier 88 Investment Partners reported no remaining Block Inc position as of Q2 2018 after selling out during the quarter.
  • Pier 88 Investment Partners sold 6,180 Block Inc shares in Q2 2018, an estimated $304K.
  • Pier 88 Investment Partners first reported a position in Block Inc in Q2 2017 and held it in 4 quarters.
  • Pier 88 Investment Partners's Block Inc position peaked at $472K in Q3 2017.
  • 533 funds tracked by Wall St. Rank held Block Inc as of Q2 2018.

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