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Placemark Investments’s Yelp YELP Stock Holding History

Placemark Investments’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
2014
Q4 		$247K Sell
4,487
-221
-5% -$13.1K ﹤0.01% 1480
2014
Q3 		$320K Buy
4,708
+345
+8% +$25.7K 0.01% 1370
2014
Q2 		$333K Buy
+4,363
New +$284K 0.01% 1340

Other funds holding YELP

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
TCM
Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
CIA
Caledonia Investments (Australia) Sydney NSW, Australia $3.44B AUM 20.03% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Placemark Investments's YELP Position: Q4 2014 in Review

Placemark Investments reduced its Yelp (YELP) stake by 4.7% in Q4 2014, selling an estimated $13.1K and leaving 4,487 shares worth $247K. The position accounts for ﹤0.01% of the portfolio, ranked #1480.

Placemark Investments first reported a position in YELP in Q2 2014 and has held it in 3 quarters since. The position peaked at $333K in Q2 2014. 229 funds tracked by Wall St. Rank hold YELP as of Q4 2014.

  • Placemark Investments held 4,487 shares of Yelp worth $247K as of Q4 2014.
  • Placemark Investments sold 221 Yelp shares in Q4 2014, an estimated $13.1K.
  • Yelp made up ﹤0.01% of Placemark Investments's portfolio in Q4 2014, its #1480 holding.
  • Placemark Investments first reported a position in Yelp in Q2 2014 and has held it in 3 quarters since.
  • Placemark Investments's Yelp position peaked at $333K in Q2 2014.
  • 229 funds tracked by Wall St. Rank held Yelp as of Q4 2014.

Based on Placemark Investments's 13F filing for Q4 2014, filed 17 Feb 2015.