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Stonehage Fleming Financial Services’s JELD-WEN Holding JELD Stock Holding History

Stonehage Fleming Financial Services’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
2018
Q1 		– Sell
-17,000
Closed -$669K – 230
2017
Q4 		$669K Sell
17,000
-5,000
-23% -$186K 0.04% 106
2017
Q3 		$781K Buy
+22,000
New +$696K 0.04% 113

Other funds holding JELD

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Stonehage Fleming Financial Services's JELD Position: Q1 2018 in Review

Stonehage Fleming Financial Services sold out of JELD-WEN Holding (JELD) in Q1 2018, closing a stake of 17,000 shares — an estimated $669K sold.

Stonehage Fleming Financial Services first reported a position in JELD in Q3 2017 and held it in 2 quarters. The position peaked at $781K in Q3 2017. 154 funds tracked by Wall St. Rank hold JELD as of Q1 2018.

  • Stonehage Fleming Financial Services reported no remaining JELD-WEN Holding position as of Q1 2018 after selling out during the quarter.
  • Stonehage Fleming Financial Services sold 17,000 JELD-WEN Holding shares in Q1 2018, an estimated $669K.
  • Stonehage Fleming Financial Services first reported a position in JELD-WEN Holding in Q3 2017 and held it in 2 quarters.
  • Stonehage Fleming Financial Services's JELD-WEN Holding position peaked at $781K in Q3 2017.
  • 154 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q1 2018.

Based on Stonehage Fleming Financial Services's 13F filing for Q1 2018, filed 11 Oct 2019.