RFA
AABA

Reilly Financial Advisors’s Altaba Inc AABA Stock Holding History

Reilly Financial Advisors’s Portfolio AABA Stock Details AABA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-276
Closed -$5K – 962
2019
Q3 		$5K Sell
276
-100
-27% -$6.61K ﹤0.01% 754
2019
Q2 		$26K Sell
376
-100
-21% -$7K ﹤0.01% 481
2019
Q1 		$35K Hold
476
– – ﹤0.01% 420
2018
Q4 		$28K Hold
476
– – ﹤0.01% 427
2018
Q3 		$32K Hold
476
– – ﹤0.01% 446
2018
Q2 		$35K Hold
476
– – 0.01% 378
2018
Q1 		$35K Sell
476
-400
-46% -$30.1K ﹤0.01% 358
2017
Q4 		$61K Buy
876
+132
+18% +$9.19K 0.01% 299
2017
Q3 		$49K Hold
744
– – 0.01% 315
2017
Q2 		$41K Buy
+744
New +$40.5K 0.01% 344

Other funds holding AABA

CWM
CIBC World Markets New York $20.8B AUM
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
MAP
Madison Avenue Partners New York $2.3B AUM 115.82% 1-Year Est. Return
WAS
Wesleyan Assurance Society Birmingham, United Kingdom $1.69B AUM 28.38% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
SIG
Sky Investment Group Hartford, Connecticut $583M AUM 17.29% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
Canada Pension Plan Investment Board
Canada Pension Plan Investment Board Toronto Ontario, Ontario, Canada $155B AUM 29.93% 1-Year Est. Return
BAM
Barrett Asset Management New York $2.39B AUM 14.06% 1-Year Est. Return
QAM
QCI Asset Management Pittsford, New York $1.72B AUM 25.41% 1-Year Est. Return

Reilly Financial Advisors's AABA Position: Q4 2019 in Review

Reilly Financial Advisors sold out of Altaba Inc (AABA) in Q4 2019, closing a stake of 276 shares — an estimated $5K sold.

Reilly Financial Advisors first reported a position in AABA in Q2 2017 and held it in 10 quarters. The position peaked at $61K in Q4 2017. 13 funds tracked by Wall St. Rank hold AABA as of Q4 2019.

  • Reilly Financial Advisors reported no remaining Altaba Inc position as of Q4 2019 after selling out during the quarter.
  • Reilly Financial Advisors sold 276 Altaba Inc shares in Q4 2019, an estimated $5K.
  • Reilly Financial Advisors first reported a position in Altaba Inc in Q2 2017 and held it in 10 quarters.
  • Reilly Financial Advisors's Altaba Inc position peaked at $61K in Q4 2017.
  • 13 funds tracked by Wall St. Rank held Altaba Inc as of Q4 2019.

Based on Reilly Financial Advisors's 13F filing for Q4 2019, filed 16 Jan 2020.