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Reilly Financial Advisors’s Acushnet Holdings GOLF Stock Holding History

Reilly Financial Advisors’s Portfolio GOLF Stock Details GOLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-375
Closed -$10K – 971
2018
Q3 		$10K Buy
+375
New +$9.74K ﹤0.01% 693
2018
Q2 		– Sell
-108
Closed -$2K – 1004
2018
Q1 		$2K Buy
+108
New +$2.35K ﹤0.01% 880

Other funds holding GOLF

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Reilly Financial Advisors's GOLF Position: Q4 2018 in Review

Reilly Financial Advisors sold out of Acushnet Holdings (GOLF) in Q4 2018, closing a stake of 375 shares — an estimated $10K sold.

Reilly Financial Advisors first reported a position in GOLF in Q1 2018 and held it in 2 quarters. The position peaked at $10K in Q3 2018. 117 funds tracked by Wall St. Rank hold GOLF as of Q4 2018.

  • Reilly Financial Advisors reported no remaining Acushnet Holdings position as of Q4 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 375 Acushnet Holdings shares in Q4 2018, an estimated $10K.
  • Reilly Financial Advisors first reported a position in Acushnet Holdings in Q1 2018 and held it in 2 quarters.
  • Reilly Financial Advisors's Acushnet Holdings position peaked at $10K in Q3 2018.
  • 117 funds tracked by Wall St. Rank held Acushnet Holdings as of Q4 2018.

Based on Reilly Financial Advisors's 13F filing for Q4 2018, filed 29 Jan 2019.