Threshold Group’s Block Inc XYZ Stock Holding History

Threshold Group’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-10,000	Closed	-$117K	–	44
2016 Q3	$117K	Hold	10,000	–	–	0.11%	38
2016 Q2	$91K	Buy	+10,000	New	+$113K	0.09%	37

Other funds holding XYZ

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

KDA

KPCB DGF Associates Menlo Park, California $58.3M AUM 27.35% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return

DIG

Dragoneer Investment Group San Francisco, California $2.83B AUM 12.55% 1-Year Est. Return

Threshold Group's XYZ Position: Q4 2016 in Review

Threshold Group sold out of Block Inc (XYZ) in Q4 2016, closing a stake of 10,000 shares — an estimated $117K sold.

Threshold Group first reported a position in XYZ in Q2 2016 and held it in 2 quarters. The position peaked at $117K in Q3 2016. 234 funds tracked by Wall St. Rank hold XYZ as of Q4 2016.

Threshold Group reported no remaining Block Inc position as of Q4 2016 after selling out during the quarter.
Threshold Group sold 10,000 Block Inc shares in Q4 2016, an estimated $117K.
Threshold Group first reported a position in Block Inc in Q2 2016 and held it in 2 quarters.
Threshold Group's Block Inc position peaked at $117K in Q3 2016.
234 funds tracked by Wall St. Rank held Block Inc as of Q4 2016.

Based on Threshold Group's 13F filing for Q4 2016, filed 14 Feb 2017.