SCM
BID

Shelton Capital Management’s Sotheby's BID Stock Holding History

Shelton Capital Management’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-6,329
Closed -$241K – 903
2016
Q3 		$241K Buy
+6,329
New +$224K 0.02% 660
2015
Q4 		– Sell
-6,329
Closed -$202K – 766
2015
Q3 		$202K Hold
6,329
– – 0.02% 701
2015
Q2 		$286K Hold
6,329
– – 0.03% 603
2015
Q1 		$267K Hold
6,329
– – 0.03% 648
2014
Q4 		$273K Sell
6,329
-1,276
-17% -$50.4K 0.03% 619
2014
Q3 		$272K Hold
7,605
– – 0.04% 586
2014
Q2 		$319K Hold
7,605
– – 0.04% 536
2014
Q1 		$331K Hold
7,605
– – 0.05% 481
2013
Q4 		$405K Hold
7,605
– – 0.06% 403
2013
Q3 		$374K Hold
7,605
– – 0.06% 400
2013
Q2 		$288K Buy
+7,605
New +$277K 0.05% 448

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
VVP
Vulcan Value Partners Birmingham, Alabama $3.77B AUM 9.63% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Shelton Capital Management's BID Position: Q4 2016 in Review

Shelton Capital Management sold out of Sotheby's (BID) in Q4 2016, closing a stake of 6,329 shares — an estimated $241K sold.

Shelton Capital Management first reported a position in BID in Q2 2013 and held it in 11 quarters. The position peaked at $405K in Q4 2013. 205 funds tracked by Wall St. Rank hold BID as of Q4 2016.

  • Shelton Capital Management reported no remaining Sotheby's position as of Q4 2016 after selling out during the quarter.
  • Shelton Capital Management sold 6,329 Sotheby's shares in Q4 2016, an estimated $241K.
  • Shelton Capital Management first reported a position in Sotheby's in Q2 2013 and held it in 11 quarters.
  • Shelton Capital Management's Sotheby's position peaked at $405K in Q4 2013.
  • 205 funds tracked by Wall St. Rank held Sotheby's as of Q4 2016.

Based on Shelton Capital Management's 13F filing for Q4 2016, filed 13 Feb 2017.