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Rational Advisors’s Ericsson ERIC Stock Holding History

Rational Advisors’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
2019
Q3 		– Sell
-110,444
Closed -$1.05M – 573
2019
Q2 		$1.05M Buy
110,444
+89,914
+438% +$871K 0.37% 98
2019
Q1 		$188K Sell
20,530
-61,470
-75% -$555K 0.05% 206
2018
Q4 		$727K Buy
+82,000
New +$713K 0.23% 89

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
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
WCA
Windsor Creek Advisors Bethel, Vermont $331M AUM 13.34% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Rational Advisors's ERIC Position: Q3 2019 in Review

Rational Advisors sold out of Ericsson (ERIC) in Q3 2019, closing a stake of 110,444 shares — an estimated $1.05M sold.

Rational Advisors first reported a position in ERIC in Q4 2018 and held it in 3 quarters. The position peaked at $1.05M in Q2 2019. 248 funds tracked by Wall St. Rank hold ERIC as of Q3 2019.

  • Rational Advisors reported no remaining Ericsson position as of Q3 2019 after selling out during the quarter.
  • Rational Advisors sold 110,444 Ericsson shares in Q3 2019, an estimated $1.05M.
  • Rational Advisors first reported a position in Ericsson in Q4 2018 and held it in 3 quarters.
  • Rational Advisors's Ericsson position peaked at $1.05M in Q2 2019.
  • 248 funds tracked by Wall St. Rank held Ericsson as of Q3 2019.

Based on Rational Advisors's 13F filing for Q3 2019, filed 6 Nov 2019.