RJ
DWA

Ronald Juvonen’s DREAMWORKS ANIMATION SKG INC CL-A DWA Stock Holding History

Ronald Juvonen’s Portfolio DWA Stock Details DWA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		$4.26M Hold
156,387
– – 10.7% 5
2014
Q2 		$3.64M Hold
156,387
– – 9.28% 5
2014
Q1 		$4.15M Hold
156,387
– – 10.21% 6
2013
Q4 		$5.55M Sell
156,387
-110,100
-41% -$3.47M 11.95% 4
2013
Q3 		$7.58M Sell
266,487
-77,500
-23% -$2.12M 13.68% 3
2013
Q2 		$8.83M Buy
+343,987
New +$7.35M 17.39% 1

Other funds holding DWA

HK
Horizon Kinetics New York $3.06B AUM 5.37% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ronald Juvonen's DWA Position: Q3 2014 in Review

Ronald Juvonen held its DREAMWORKS ANIMATION SKG INC CL-A (DWA) position steady in Q3 2014 at 156,387 shares worth $4.26M. The position accounts for 10.7% of the portfolio, ranked #5.

Ronald Juvonen first reported a position in DWA in Q2 2013 and has held it in 6 quarters since. The position peaked at $8.83M in Q2 2013. 174 funds tracked by Wall St. Rank hold DWA as of Q3 2014.

  • Ronald Juvonen held 156,387 shares of DREAMWORKS ANIMATION SKG INC CL-A worth $4.26M as of Q3 2014.
  • Ronald Juvonen left its DREAMWORKS ANIMATION SKG INC CL-A share count unchanged in Q3 2014.
  • DREAMWORKS ANIMATION SKG INC CL-A made up 10.7% of Ronald Juvonen's portfolio in Q3 2014, its #5 holding.
  • Ronald Juvonen first reported a position in DREAMWORKS ANIMATION SKG INC CL-A in Q2 2013 and has held it in 6 quarters since.
  • Ronald Juvonen's DREAMWORKS ANIMATION SKG INC CL-A position peaked at $8.83M in Q2 2013.
  • 174 funds tracked by Wall St. Rank held DREAMWORKS ANIMATION SKG INC CL-A as of Q3 2014.

Based on Ronald Juvonen's 13F filing for Q3 2014, filed 14 Nov 2014.