RFA
DELL

Reilly Financial Advisors’s DELL INC DELL Stock Holding History

Reilly Financial Advisors’s Portfolio DELL Stock Details DELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-200
Closed -$3K – 891
2013
Q3 		$3K Sell
200
-123
-38% -$1.67K ﹤0.01% 685
2013
Q2 		$4K Buy
+323
New +$4.37K ﹤0.01% 683

Other funds holding DELL

RhumbLine Advisers
RhumbLine Advisers Boston, Massachusetts $117B AUM 29.66% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
DSI
Daiwa SB Investments Tokyo, Japan $506M AUM 11% 1-Year Est. Return

Reilly Financial Advisors's DELL Position: Q4 2013 in Review

Reilly Financial Advisors sold out of DELL INC (DELL) in Q4 2013, closing a stake of 200 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in DELL in Q2 2013 and held it in 2 quarters. The position peaked at $4K in Q2 2013. 4 funds tracked by Wall St. Rank hold DELL as of Q4 2013.

  • Reilly Financial Advisors reported no remaining DELL INC position as of Q4 2013 after selling out during the quarter.
  • Reilly Financial Advisors sold 200 DELL INC shares in Q4 2013, an estimated $3K.
  • Reilly Financial Advisors first reported a position in DELL INC in Q2 2013 and held it in 2 quarters.
  • Reilly Financial Advisors's DELL INC position peaked at $4K in Q2 2013.
  • 4 funds tracked by Wall St. Rank held DELL INC as of Q4 2013.

Based on Reilly Financial Advisors's 13F filing for Q4 2013, filed 17 Jan 2014.