SFPM
PARA

Sensible Financial Planning & Management’s Paramount Global Class B PARA Stock Holding History

Sensible Financial Planning & Management’s Portfolio PARA Stock Details PARA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-50
Closed -$3K – 54
2016
Q3 		$3K Hold
50
– – ﹤0.01% 73
2016
Q2 		$3K Hold
50
– – ﹤0.01% 81
2016
Q1 		$3K Hold
50
– – ﹤0.01% 74
2015
Q4 		$2K Hold
50
– – ﹤0.01% 79
2015
Q3 		$2K Hold
50
– – ﹤0.01% 70
2015
Q2 		$3K Buy
+50
New +$3.02K ﹤0.01% 68

Other funds holding PARA

Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
GCM
Glenview Capital Management New York $3.98B AUM 20.52% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Sensible Financial Planning & Management's PARA Position: Q4 2016 in Review

Sensible Financial Planning & Management sold out of Paramount Global Class B (PARA) in Q4 2016, closing a stake of 50 shares — an estimated $3K sold.

Sensible Financial Planning & Management first reported a position in PARA in Q2 2015 and held it in 6 quarters. The position peaked at $3K in Q3 2016. 741 funds tracked by Wall St. Rank hold PARA as of Q4 2016.

  • Sensible Financial Planning & Management reported no remaining Paramount Global Class B position as of Q4 2016 after selling out during the quarter.
  • Sensible Financial Planning & Management sold 50 Paramount Global Class B shares in Q4 2016, an estimated $3K.
  • Sensible Financial Planning & Management first reported a position in Paramount Global Class B in Q2 2015 and held it in 6 quarters.
  • Sensible Financial Planning & Management's Paramount Global Class B position peaked at $3K in Q3 2016.
  • 741 funds tracked by Wall St. Rank held Paramount Global Class B as of Q4 2016.

Based on Sensible Financial Planning & Management's 13F filing for Q4 2016, filed 6 Feb 2017.