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SVA Wealth Management’s Ryder R Stock Holding History

SVA Wealth Management’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-37,676
Closed -$3.29M – 209
2015
Q2 		$3.29M Sell
37,676
-337
-0.9% -$31.8K 0.61% 59
2015
Q1 		$3.61M Buy
38,013
+35,743
+1,575% +$3.28M 0.66% 56
2014
Q4 		$211K Buy
+2,270
New +$203K 0.08% 172

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $112B AUM 36.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $199B AUM 37.98% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

SVA Wealth Management's R Position: Q3 2015 in Review

SVA Wealth Management sold out of Ryder (R) in Q3 2015, closing a stake of 37,676 shares — an estimated $3.29M sold.

SVA Wealth Management first reported a position in R in Q4 2014 and held it in 3 quarters. The position peaked at $3.61M in Q1 2015. 367 funds tracked by Wall St. Rank hold R as of Q3 2015.

  • SVA Wealth Management reported no remaining Ryder position as of Q3 2015 after selling out during the quarter.
  • SVA Wealth Management sold 37,676 Ryder shares in Q3 2015, an estimated $3.29M.
  • SVA Wealth Management first reported a position in Ryder in Q4 2014 and held it in 3 quarters.
  • SVA Wealth Management's Ryder position peaked at $3.61M in Q1 2015.
  • 367 funds tracked by Wall St. Rank held Ryder as of Q3 2015.

Based on SVA Wealth Management's 13F filing for Q3 2015, filed 12 Nov 2015.