SII Investments’s JELD-WEN Holding JELD Stock Holding History

SII Investments’s Portfolio JELD Stock Details JELD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-6,098	Closed	-$217K	–	506
2017 Q3	$217K	Buy	+6,098	New	+$193K	0.01%	534

Other funds holding JELD

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

ELI

Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return

ICM

IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return

Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

SII Investments's JELD Position: Q4 2017 in Review

SII Investments sold out of JELD-WEN Holding (JELD) in Q4 2017, closing a stake of 6,098 shares — an estimated $217K sold.

SII Investments first reported a position in JELD in Q3 2017 and held it in 1 quarter. The position peaked at $217K in Q3 2017. 181 funds tracked by Wall St. Rank hold JELD as of Q4 2017.

SII Investments reported no remaining JELD-WEN Holding position as of Q4 2017 after selling out during the quarter.
SII Investments sold 6,098 JELD-WEN Holding shares in Q4 2017, an estimated $217K.
SII Investments first reported a position in JELD-WEN Holding in Q3 2017 and held it in 1 quarter.
SII Investments's JELD-WEN Holding position peaked at $217K in Q3 2017.
181 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q4 2017.

Based on SII Investments's 13F filing for Q4 2017, filed 9 Feb 2018.