Sheaff Brock Investment Advisors’s Estee Lauder EL Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio EL Stock Details EL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-2,880	Closed	-$527K	–	475
2019 Q2	$527K	Hold	2,880	–	–	0.06%	235
2019 Q1	$477K	Sell	2,880 -800	-22%	-$117K	0.06%	252
2018 Q4	$479K	Hold	3,680	–	–	0.08%	231
2018 Q3	$535K	Buy	+3,680	New	+$511K	0.05%	256
2017 Q4	–	Sell	-7,938	Closed	-$856K	–	534
2017 Q3	$856K	Sell	7,938 -600	-7%	-$61.6K	0.11%	177
2017 Q2	$819K	Sell	8,538 -1,900	-18%	-$174K	0.11%	197
2017 Q1	$885K	Buy	10,438 +200	+2%	+$16.5K	0.12%	171
2016 Q4	$783K	Buy	10,238 +1,538	+18%	+$125K	0.1%	212
2016 Q3	$770K	Sell	8,700 -300	-3%	-$27.4K	0.1%	204
2016 Q2	$819K	Buy	+9,000	New	+$840K	0.1%	200

Other funds holding EL

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return

MAM

Magellan Asset Management Sydney, Australia $7.71B AUM 11.08% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Sheaff Brock Investment Advisors's EL Position: Q3 2019 in Review

Sheaff Brock Investment Advisors sold out of Estee Lauder (EL) in Q3 2019, closing a stake of 2,880 shares — an estimated $527K sold.

Sheaff Brock Investment Advisors first reported a position in EL in Q2 2016 and held it in 10 quarters. The position peaked at $885K in Q1 2017. 958 funds tracked by Wall St. Rank hold EL as of Q3 2019.

Sheaff Brock Investment Advisors reported no remaining Estee Lauder position as of Q3 2019 after selling out during the quarter.
Sheaff Brock Investment Advisors sold 2,880 Estee Lauder shares in Q3 2019, an estimated $527K.
Sheaff Brock Investment Advisors first reported a position in Estee Lauder in Q2 2016 and held it in 10 quarters.
Sheaff Brock Investment Advisors's Estee Lauder position peaked at $885K in Q1 2017.
958 funds tracked by Wall St. Rank held Estee Lauder as of Q3 2019.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2019, filed 28 Oct 2019.