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Sound View Wealth Advisors’s Comcast CMCSA Stock Holding History

Sound View Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		$1.21M Sell
30,213
-1,189
-4% -$44.7K 0.38% 75
2018
Q4 		$1.07M Buy
+31,402
New +$1.15M 0.39% 73

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Sound View Wealth Advisors's CMCSA Position: Q1 2019 in Review

Sound View Wealth Advisors reduced its Comcast (CMCSA) stake by 3.8% in Q1 2019, selling an estimated $44.7K and leaving 30,213 shares worth $1.21M. The position accounts for 0.38% of the portfolio, ranked #75.

Sound View Wealth Advisors first reported a position in CMCSA in Q4 2018 and has held it in 2 quarters since. 1,830 funds tracked by Wall St. Rank hold CMCSA as of Q1 2019.

  • Sound View Wealth Advisors held 30,213 shares of Comcast worth $1.21M as of Q1 2019.
  • Sound View Wealth Advisors sold 1,189 Comcast shares in Q1 2019, an estimated $44.7K.
  • Comcast made up 0.38% of Sound View Wealth Advisors's portfolio in Q1 2019, its #75 holding.
  • Sound View Wealth Advisors first reported a position in Comcast in Q4 2018 and has held it in 2 quarters since.
  • 1,830 funds tracked by Wall St. Rank held Comcast as of Q1 2019.

Based on Sound View Wealth Advisors's 13F filing for Q1 2019, filed 9 May 2019.