PO
SLH

Private Ocean’s SOLERA HOLDINGS, INC. COM SLH Stock Holding History

Private Ocean’s Portfolio SLH Stock Details SLH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-35
Closed -$2K – 239
2013
Q4 		$2K Buy
+35
New +$2.19K ﹤0.01% 201

Other funds holding SLH

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return

Private Ocean's SLH Position: Q1 2014 in Review

Private Ocean sold out of SOLERA HOLDINGS, INC. COM (SLH) in Q1 2014, closing a stake of 35 shares — an estimated $2K sold.

Private Ocean first reported a position in SLH in Q4 2013 and held it in 1 quarter. The position peaked at $2K in Q4 2013. 201 funds tracked by Wall St. Rank hold SLH as of Q1 2014.

  • Private Ocean reported no remaining SOLERA HOLDINGS, INC. COM position as of Q1 2014 after selling out during the quarter.
  • Private Ocean sold 35 SOLERA HOLDINGS, INC. COM shares in Q1 2014, an estimated $2K.
  • Private Ocean first reported a position in SOLERA HOLDINGS, INC. COM in Q4 2013 and held it in 1 quarter.
  • Private Ocean's SOLERA HOLDINGS, INC. COM position peaked at $2K in Q4 2013.
  • 201 funds tracked by Wall St. Rank held SOLERA HOLDINGS, INC. COM as of Q1 2014.

Based on Private Ocean's 13F filing for Q1 2014, filed 25 Apr 2014.