RWA
YHOO

RGT Wealth Advisors’s Yahoo Inc YHOO Stock Holding History

RGT Wealth Advisors’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-6,154
Closed -$286K – 116
2017
Q1 		$286K Sell
6,154
-1,500
-20% -$67K 0.19% 62
2016
Q4 		$296K Buy
7,654
+1,090
+17% +$44.7K 0.17% 78
2016
Q3 		$283K Buy
+6,564
New +$269K 0.18% 78

Other funds holding YHOO

PAMU
Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return
AT
AMF Tjänstepension Stockholm, Sweden $15.1B AUM 30.1% 1-Year Est. Return
Parallax Volatility Advisers
Parallax Volatility Advisers San Francisco, California $38.6B AUM 45.89% 1-Year Est. Return
GIM
Grassi Investment Management Santa Clara, California $1.26B AUM 23.4% 1-Year Est. Return
NSAM
North Star Asset Management Neenah, Wisconsin $2.31B AUM 10.09% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
FCA
Florence Capital Advisors New York $105M AUM
DPA
Delphi Private Advisors San Diego, California $19.6M AUM 1.25% 1-Year Est. Return

RGT Wealth Advisors's YHOO Position: Q2 2017 in Review

RGT Wealth Advisors sold out of Yahoo Inc (YHOO) in Q2 2017, closing a stake of 6,154 shares — an estimated $286K sold.

RGT Wealth Advisors first reported a position in YHOO in Q3 2016 and held it in 3 quarters. The position peaked at $296K in Q4 2016. 8 funds tracked by Wall St. Rank hold YHOO as of Q2 2017.

  • RGT Wealth Advisors reported no remaining Yahoo Inc position as of Q2 2017 after selling out during the quarter.
  • RGT Wealth Advisors sold 6,154 Yahoo Inc shares in Q2 2017, an estimated $286K.
  • RGT Wealth Advisors first reported a position in Yahoo Inc in Q3 2016 and held it in 3 quarters.
  • RGT Wealth Advisors's Yahoo Inc position peaked at $296K in Q4 2016.
  • 8 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2017.

Based on RGT Wealth Advisors's 13F filing for Q2 2017, filed 14 Aug 2017.