ST
XYZ

Spot Trading’s Block Inc XYZ Stock Holding History

Spot Trading’s Portfolio XYZ Stock Details XYZ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		$2.16M Buy
75,000
+19,500
+35% +$510K 0.04% 687
2017
Q2 		$1.3M Buy
55,500
+46,600
+524% +$963K 0.03% 920
2017
Q1 		$154K Sell
8,900
-67,600
-88% -$1.06M 0.01% 2058
2016
Q4 		$1.04M Sell
76,500
-351,000
-82% -$4.37M 0.02% 939
2016
Q3 		$4.99M Buy
427,500
+291,100
+213% +$3.18M 0.1% 256
2016
Q2 		$1.23M Buy
136,400
+15,500
+13% +$175K 0.02% 986
2016
Q1 		$1.85M Buy
+120,900
New +$1.31M 0.03% 734

Other funds holding XYZ

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SMDAM
Sumitomo Mitsui DS Asset Management Tokyo, Japan $12.4B AUM 25.9% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Spot Trading's XYZ Position: Q3 2017 in Review

Spot Trading increased its Block Inc (XYZ) stake by 53% in Q3 2017, buying an estimated $1.41M and bringing the position to 155,695 shares worth $4.49M. The position accounts for 0.08% of the portfolio, ranked #316.

Spot Trading first reported a position in XYZ in Q1 2016 and has held it in 5 quarters since. 326 funds tracked by Wall St. Rank hold XYZ as of Q3 2017.

  • Spot Trading held 155,695 shares of Block Inc worth $4.49M as of Q3 2017.
  • Spot Trading bought 53,839 Block Inc shares in Q3 2017, an estimated $1.41M.
  • Block Inc made up 0.08% of Spot Trading's portfolio in Q3 2017, its #316 holding.
  • Spot Trading first reported a position in Block Inc in Q1 2016 and has held it in 5 quarters since.
  • 326 funds tracked by Wall St. Rank held Block Inc as of Q3 2017.

Based on Spot Trading's 13F filing for Q3 2017, filed 6 Nov 2017.