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PCM
Prelude Capital Management’s
Simulations Plus
SLP
Stock Holding History
Prelude Capital Management’s Portfolio
SLP Stock Details
SLP Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2018
Q2
–
Sell
-1,309
Closed
-$19K
–
1920
2018
Q1
$19K
Sell
1,309
-1,300
-50%
-$20.8K
﹤0.01%
1274
2017
Q4
$42K
Sell
2,609
-791
-23%
-$13K
﹤0.01%
969
2017
Q3
$53K
Buy
+3,400
New
+$49.4K
﹤0.01%
1084
2016
Q4
–
Sell
-2,900
Closed
-$26K
–
1758
2016
Q3
$26K
Hold
2,900
–
–
﹤0.01%
1282
2016
Q2
$22K
Buy
+2,900
New
+$23.4K
﹤0.01%
1247
2015
Q4
–
Sell
-2,330
Closed
-$22K
–
1664
2015
Q3
$22K
Buy
+2,330
New
+$16.5K
﹤0.01%
1240
2014
Q4
–
Sell
-1,400
Closed
-$10K
–
2131
2014
Q3
$10K
Buy
+1,400
New
+$8.92K
﹤0.01%
1790
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30.48%
1-Year Est. Return
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45.56%
1-Year Est. Return
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$6.9T AUM
27.45%
1-Year Est. Return
Dimensional Fund Advisors
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$481B AUM
30.42%
1-Year Est. Return
William Blair Investment Management
Chicago, Illinois
$30.3B AUM
33.75%
1-Year Est. Return
CIC
Crawford Investment Counsel
Atlanta, Georgia
$5.85B AUM
12.61%
1-Year Est. Return
PAIM
Punch & Associates Investment Management
Edina, Minnesota
$1.73B AUM
27.65%
1-Year Est. Return
AA
Ancora Advisors
Cleveland, Ohio
$4.7B AUM
19.05%
1-Year Est. Return
RIM
Ranger Investment Management
Dallas, Texas
$1.38B AUM
24.55%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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