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Shine Investment Advisory Services’s Ericsson ERIC Stock Holding History

Shine Investment Advisory Services’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-3,564
Closed -$20K – 659
2017
Q3 		$20K Sell
3,564
-913
-20% -$5.64K 0.01% 451
2017
Q2 		$32K Buy
+4,477
New +$30.4K 0.02% 357

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Shine Investment Advisory Services's ERIC Position: Q4 2017 in Review

Shine Investment Advisory Services sold out of Ericsson (ERIC) in Q4 2017, closing a stake of 3,564 shares — an estimated $20K sold.

Shine Investment Advisory Services first reported a position in ERIC in Q2 2017 and held it in 2 quarters. The position peaked at $32K in Q2 2017. 187 funds tracked by Wall St. Rank hold ERIC as of Q4 2017.

  • Shine Investment Advisory Services reported no remaining Ericsson position as of Q4 2017 after selling out during the quarter.
  • Shine Investment Advisory Services sold 3,564 Ericsson shares in Q4 2017, an estimated $20K.
  • Shine Investment Advisory Services first reported a position in Ericsson in Q2 2017 and held it in 2 quarters.
  • Shine Investment Advisory Services's Ericsson position peaked at $32K in Q2 2017.
  • 187 funds tracked by Wall St. Rank held Ericsson as of Q4 2017.

Based on Shine Investment Advisory Services's 13F filing for Q4 2017, filed 25 Jan 2018.