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SignalPoint Asset Management’s Estee Lauder EL Stock Holding History

SignalPoint Asset Management’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
2016
Q4 		– Sell
-2,608
Closed -$231K – 248
2016
Q3 		$231K Hold
2,608
– – 0.06% 214
2016
Q2 		$237K Buy
2,608
+1
+0% +$93 0.1% 202
2016
Q1 		$246K Buy
2,607
+1
+0% +$89 0.11% 185
2015
Q4 		$230K Hold
2,606
– – 0.1% 171
2015
Q3 		$210K Buy
2,606
+2
+0.1% +$168 0.09% 176
2015
Q2 		$217K Hold
2,604
– – 0.09% 177
2015
Q1 		$217K Buy
+2,604
New +$205K 0.09% 177

Other funds holding EL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

SignalPoint Asset Management's EL Position: Q4 2016 in Review

SignalPoint Asset Management sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 2,608 shares — an estimated $231K sold.

SignalPoint Asset Management first reported a position in EL in Q1 2015 and held it in 7 quarters. The position peaked at $246K in Q1 2016. 622 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • SignalPoint Asset Management reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • SignalPoint Asset Management sold 2,608 Estee Lauder shares in Q4 2016, an estimated $231K.
  • SignalPoint Asset Management first reported a position in Estee Lauder in Q1 2015 and held it in 7 quarters.
  • SignalPoint Asset Management's Estee Lauder position peaked at $246K in Q1 2016.
  • 622 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on SignalPoint Asset Management's 13F filing for Q4 2016, filed 1 Feb 2017.