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Sutton Wealth Advisors’s Ericsson ERIC Stock Holding History

Sutton Wealth Advisors’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-67
Closed -$391 – 1069
2016
Q4 		$391 Hold
67
– – ﹤0.01% 1029
2016
Q3 		$483 Hold
67
– – ﹤0.01% 1003
2016
Q2 		$515 Hold
67
– – ﹤0.01% 970
2016
Q1 		$672 Buy
+67
New +$617 ﹤0.01% 943

Other funds holding ERIC

Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
NIMC
NWQ Investment Management Company Los Angeles, California $2.22B AUM 6.84% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sutton Wealth Advisors's ERIC Position: Q1 2017 in Review

Sutton Wealth Advisors sold out of Ericsson (ERIC) in Q1 2017, closing a stake of 67 shares — an estimated $391 sold.

Sutton Wealth Advisors first reported a position in ERIC in Q1 2016 and held it in 4 quarters. The position peaked at $672 in Q1 2016. 215 funds tracked by Wall St. Rank hold ERIC as of Q1 2017.

  • Sutton Wealth Advisors reported no remaining Ericsson position as of Q1 2017 after selling out during the quarter.
  • Sutton Wealth Advisors sold 67 Ericsson shares in Q1 2017, an estimated $391.
  • Sutton Wealth Advisors first reported a position in Ericsson in Q1 2016 and held it in 4 quarters.
  • Sutton Wealth Advisors's Ericsson position peaked at $672 in Q1 2016.
  • 215 funds tracked by Wall St. Rank held Ericsson as of Q1 2017.

Based on Sutton Wealth Advisors's 13F filing for Q1 2017, filed 6 Nov 2023.