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Progressive Investment Management’s Ericsson ERIC Stock Holding History

Progressive Investment Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-5,816
Closed -$72K – 72
2015
Q1 		$72K Sell
5,816
-1,410
-20% -$17.7K 0.25% 47
2014
Q4 		$87K Sell
7,226
-72,144
-91% -$869K 0.03% 47
2014
Q3 		$999K Hold
79,370
– – 0.35% 40
2014
Q2 		$959K Buy
79,370
+3,773
+5% +$47K 0.31% 41
2014
Q1 		$1.01M Buy
75,597
+1,757
+2% +$21.9K 0.32% 42
2013
Q4 		$904K Buy
73,840
+1,237
+2% +$15.4K 0.31% 43
2013
Q3 		$969K Sell
72,603
-4,249
-6% -$52.7K 0.36% 42
2013
Q2 		$867K Buy
+76,852
New +$918K 0.34% 42

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
BIM
BlackRock Investment Management Wilmington, Delaware $86.4B AUM 16.83% 1-Year Est. Return

Progressive Investment Management's ERIC Position: Q2 2015 in Review

Progressive Investment Management sold out of Ericsson (ERIC) in Q2 2015, closing a stake of 5,816 shares — an estimated $72K sold.

Progressive Investment Management first reported a position in ERIC in Q2 2013 and held it in 8 quarters. The position peaked at $1.01M in Q1 2014. 231 funds tracked by Wall St. Rank hold ERIC as of Q2 2015.

  • Progressive Investment Management reported no remaining Ericsson position as of Q2 2015 after selling out during the quarter.
  • Progressive Investment Management sold 5,816 Ericsson shares in Q2 2015, an estimated $72K.
  • Progressive Investment Management first reported a position in Ericsson in Q2 2013 and held it in 8 quarters.
  • Progressive Investment Management's Ericsson position peaked at $1.01M in Q1 2014.
  • 231 funds tracked by Wall St. Rank held Ericsson as of Q2 2015.

Based on Progressive Investment Management's 13F filing for Q2 2015, filed 12 Aug 2015.