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Reilly Financial Advisors’s Ziff Davis ZD Stock Holding History

Reilly Financial Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-44
Closed -$3K – 1035
2018
Q1 		$3K Hold
44
– – ﹤0.01% 864
2017
Q4 		$3K Hold
44
– – ﹤0.01% 860
2017
Q3 		$3K Buy
+44
New +$2.98K ﹤0.01% 866

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Reilly Financial Advisors's ZD Position: Q2 2018 in Review

Reilly Financial Advisors sold out of Ziff Davis (ZD) in Q2 2018, closing a stake of 44 shares — an estimated $3K sold.

Reilly Financial Advisors first reported a position in ZD in Q3 2017 and held it in 3 quarters. The position peaked at $3K in Q1 2018. 297 funds tracked by Wall St. Rank hold ZD as of Q2 2018.

  • Reilly Financial Advisors reported no remaining Ziff Davis position as of Q2 2018 after selling out during the quarter.
  • Reilly Financial Advisors sold 44 Ziff Davis shares in Q2 2018, an estimated $3K.
  • Reilly Financial Advisors first reported a position in Ziff Davis in Q3 2017 and held it in 3 quarters.
  • Reilly Financial Advisors's Ziff Davis position peaked at $3K in Q1 2018.
  • 297 funds tracked by Wall St. Rank held Ziff Davis as of Q2 2018.

Based on Reilly Financial Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.