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Simply Money Advisors’s Cracker Barrel CBRL Stock Holding History

Simply Money Advisors’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-150
Closed -$15K – 90
2013
Q3 		$15K Hold
150
– – ﹤0.01% 51
2013
Q2 		$14K Buy
+150
New +$13.1K ﹤0.01% 128

Other funds holding CBRL

BCC
Biglari Capital Corp San Antonio, Texas $929M AUM 39.8% 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
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
OI
OBH Inc San Antonio, Texas $6.09M AUM 12.14% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NRECA
National Rural Electric Cooperative Association Arlington, Virginia $5.58B AUM 0.17% 1-Year Est. Return

Simply Money Advisors's CBRL Position: Q4 2013 in Review

Simply Money Advisors sold out of Cracker Barrel (CBRL) in Q4 2013, closing a stake of 150 shares — an estimated $15K sold.

Simply Money Advisors first reported a position in CBRL in Q2 2013 and held it in 2 quarters. The position peaked at $15K in Q3 2013. 217 funds tracked by Wall St. Rank hold CBRL as of Q4 2013.

  • Simply Money Advisors reported no remaining Cracker Barrel position as of Q4 2013 after selling out during the quarter.
  • Simply Money Advisors sold 150 Cracker Barrel shares in Q4 2013, an estimated $15K.
  • Simply Money Advisors first reported a position in Cracker Barrel in Q2 2013 and held it in 2 quarters.
  • Simply Money Advisors's Cracker Barrel position peaked at $15K in Q3 2013.
  • 217 funds tracked by Wall St. Rank held Cracker Barrel as of Q4 2013.

Based on Simply Money Advisors's 13F filing for Q4 2013, filed 22 Jan 2014.