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Sheaff Brock Investment Advisors’s Zillow Z Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio Z Stock Details Z Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-5,821
Closed -$285K – 628
2017
Q2 		$285K Buy
+5,821
New +$244K 0.04% 396

Other funds holding Z

CIA
Caledonia Investments (Australia) Sydney NSW, Australia $2.93B AUM 37.21% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $4.03B AUM 35.05% 1-Year Est. Return
SA
SPO Advisory San Anselmo, California $2.11B AUM 14.87% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Sheaff Brock Investment Advisors's Z Position: Q3 2017 in Review

Sheaff Brock Investment Advisors sold out of Zillow (Z) in Q3 2017, closing a stake of 5,821 shares — an estimated $285K sold.

Sheaff Brock Investment Advisors first reported a position in Z in Q2 2017 and held it in 1 quarter. The position peaked at $285K in Q2 2017. 201 funds tracked by Wall St. Rank hold Z as of Q3 2017.

  • Sheaff Brock Investment Advisors reported no remaining Zillow position as of Q3 2017 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 5,821 Zillow shares in Q3 2017, an estimated $285K.
  • Sheaff Brock Investment Advisors first reported a position in Zillow in Q2 2017 and held it in 1 quarter.
  • Sheaff Brock Investment Advisors's Zillow position peaked at $285K in Q2 2017.
  • 201 funds tracked by Wall St. Rank held Zillow as of Q3 2017.

Based on Sheaff Brock Investment Advisors's 13F filing for Q3 2017, filed 13 Nov 2017.