SWM
YHOO

Strategic Wealth Management’s Yahoo Inc YHOO Stock Holding History

Strategic Wealth Management’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-20,708
Closed -$727K – 55
2014
Q2 		$727K Hold
20,708
– – 0.75% 25
2014
Q1 		$743K Sell
20,708
-4,392
-17% -$168K 0.69% 26
2013
Q4 		$1.01M Hold
25,100
– – 1.03% 20
2013
Q3 		$833K Buy
+25,100
New +$710K 0.92% 20

Other funds holding YHOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Strategic Wealth Management's YHOO Position: Q3 2014 in Review

Strategic Wealth Management sold out of Yahoo Inc (YHOO) in Q3 2014, closing a stake of 20,708 shares — an estimated $727K sold.

Strategic Wealth Management first reported a position in YHOO in Q3 2013 and held it in 4 quarters. The position peaked at $1.01M in Q4 2013. 691 funds tracked by Wall St. Rank hold YHOO as of Q3 2014.

  • Strategic Wealth Management reported no remaining Yahoo Inc position as of Q3 2014 after selling out during the quarter.
  • Strategic Wealth Management sold 20,708 Yahoo Inc shares in Q3 2014, an estimated $727K.
  • Strategic Wealth Management first reported a position in Yahoo Inc in Q3 2013 and held it in 4 quarters.
  • Strategic Wealth Management's Yahoo Inc position peaked at $1.01M in Q4 2013.
  • 691 funds tracked by Wall St. Rank held Yahoo Inc as of Q3 2014.

Based on Strategic Wealth Management's 13F filing for Q3 2014, filed 14 Oct 2014.