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Roosevelt Investment Group’s Banco Macro BMA Stock Holding History

Roosevelt Investment Group’s Portfolio BMA Stock Details BMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-15,000
Closed -$360K – 262
2013
Q3 		$360K Hold
15,000
– – 0.02% 224
2013
Q2 		$215K Buy
+15,000
New +$226K 0.01% 247

Other funds holding BMA

GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
FPP
Findlay Park Partners London, United Kingdom $7.17B AUM 17.27% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EC
Everest Capital Miami, Florida $5.95M AUM

Roosevelt Investment Group's BMA Position: Q4 2013 in Review

Roosevelt Investment Group sold out of Banco Macro (BMA) in Q4 2013, closing a stake of 15,000 shares — an estimated $360K sold.

Roosevelt Investment Group first reported a position in BMA in Q2 2013 and held it in 2 quarters. The position peaked at $360K in Q3 2013. 60 funds tracked by Wall St. Rank hold BMA as of Q4 2013.

  • Roosevelt Investment Group reported no remaining Banco Macro position as of Q4 2013 after selling out during the quarter.
  • Roosevelt Investment Group sold 15,000 Banco Macro shares in Q4 2013, an estimated $360K.
  • Roosevelt Investment Group first reported a position in Banco Macro in Q2 2013 and held it in 2 quarters.
  • Roosevelt Investment Group's Banco Macro position peaked at $360K in Q3 2013.
  • 60 funds tracked by Wall St. Rank held Banco Macro as of Q4 2013.

Based on Roosevelt Investment Group's 13F filing for Q4 2013, filed 6 Feb 2014.