SIG
WBD icon

Stanford Investment Group’s Warner Bros WBD Stock Holding History

Stanford Investment Group’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-178
Closed -$5K – 299
2016
Q4 		$5K Sell
178
-101
-36% -$2.74K ﹤0.01% 336
2016
Q3 		$8K Buy
279
+101
+57% +$2.59K ﹤0.01% 341
2016
Q2 		$4K Hold
178
– – ﹤0.01% 335
2016
Q1 		$5K Hold
178
– – ﹤0.01% 330
2015
Q4 		$5K Sell
178
-912
-84% -$26.3K ﹤0.01% 302
2015
Q3 		$28K Hold
1,090
– – 0.02% 188
2015
Q2 		$36K Hold
1,090
– – 0.03% 162
2015
Q1 		$34K Buy
1,090
+890
+445% +$27.9K 0.03% 174
2014
Q4 		$7K Buy
+200
New +$6.93K 0.01% 304

Other funds holding WBD

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.28B AUM 47.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.65B AUM 26.74% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Stanford Investment Group's WBD Position: Q1 2017 in Review

Stanford Investment Group sold out of Warner Bros (WBD) in Q1 2017, closing a stake of 178 shares — an estimated $5K sold.

Stanford Investment Group first reported a position in WBD in Q4 2014 and held it in 9 quarters. The position peaked at $36K in Q2 2015. 448 funds tracked by Wall St. Rank hold WBD as of Q1 2017.

  • Stanford Investment Group reported no remaining Warner Bros position as of Q1 2017 after selling out during the quarter.
  • Stanford Investment Group sold 178 Warner Bros shares in Q1 2017, an estimated $5K.
  • Stanford Investment Group first reported a position in Warner Bros in Q4 2014 and held it in 9 quarters.
  • Stanford Investment Group's Warner Bros position peaked at $36K in Q2 2015.
  • 448 funds tracked by Wall St. Rank held Warner Bros as of Q1 2017.

Based on Stanford Investment Group's 13F filing for Q1 2017.