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Thomas J. Herzfeld Advisors’s Bladex Inc BLX Stock Holding History

Thomas J. Herzfeld Advisors’s Portfolio BLX Stock Details BLX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-42,300
Closed -$1.19M – 285
2013
Q4 		$1.19M Sell
42,300
-5,700
-12% -$151K 0.68% 48
2013
Q3 		$1.2M Sell
48,000
-1,000
-2% -$24.7K 0.77% 48
2013
Q2 		$1.1M Buy
+49,000
New +$1.14M 0.7% 50

Other funds holding BLX

LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
LDB
Lee, Danner & Bass Nashville, Tennessee $1.73B AUM 36.69% 1-Year Est. Return
MFAM
Motley Fool Asset Management Alexandria, Virginia $2.33B AUM 21.93% 1-Year Est. Return
AR
Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return
PCM
Peg Capital Management Canaan, New Hampshire $207M AUM 0.69% 1-Year Est. Return
BCM
Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return
ECM
Estabrook Capital Management New York $685M AUM 26.64% 1-Year Est. Return
TWI
Thomas White International Chicago, Illinois $480M AUM 11.77% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
HDIM
Hanson & Doremus Investment Management Burlington, Vermont $869M AUM 23.62% 1-Year Est. Return

Thomas J. Herzfeld Advisors's BLX Position: Q1 2014 in Review

Thomas J. Herzfeld Advisors sold out of Bladex Inc (BLX) in Q1 2014, closing a stake of 42,300 shares — an estimated $1.19M sold.

Thomas J. Herzfeld Advisors first reported a position in BLX in Q2 2013 and held it in 3 quarters. The position peaked at $1.2M in Q3 2013. 24 funds tracked by Wall St. Rank hold BLX as of Q1 2014.

  • Thomas J. Herzfeld Advisors reported no remaining Bladex Inc position as of Q1 2014 after selling out during the quarter.
  • Thomas J. Herzfeld Advisors sold 42,300 Bladex Inc shares in Q1 2014, an estimated $1.19M.
  • Thomas J. Herzfeld Advisors first reported a position in Bladex Inc in Q2 2013 and held it in 3 quarters.
  • Thomas J. Herzfeld Advisors's Bladex Inc position peaked at $1.2M in Q3 2013.
  • 24 funds tracked by Wall St. Rank held Bladex Inc as of Q1 2014.

Based on Thomas J. Herzfeld Advisors's 13F filing for Q1 2014, filed 14 May 2014.