TWM
CBB

Torch Wealth Management’s Cincinnati Bell Inc. CBB Stock Holding History

Torch Wealth Management’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-4,381
Closed -$89K – 103
2016
Q3 		$89K Buy
+4,381
New +$97.5K 0.06% 95
2016
Q2 		– Sell
-3,381
Closed -$65K – 103
2016
Q1 		$65K Buy
3,381
+640
+23% +$10.7K 0.05% 94
2015
Q4 		$49K Hold
2,741
– – 0.04% 97
2015
Q3 		$43K Hold
2,741
– – 0.03% 98
2015
Q2 		$52K Hold
2,741
– – 0.04% 101
2015
Q1 		$48K Buy
+2,741
New +$45.3K 0.04% 88
2014
Q4 		– Sell
-2,741
Closed -$46K – 105
2014
Q3 		$46K Hold
2,741
– – 0.03% 97
2014
Q2 		$54K Hold
2,741
– – 0.04% 155
2014
Q1 		$47K Hold
2,741
– – 0.03% 159
2013
Q4 		$49K Buy
+2,741
New +$42.8K 0.04% 144

Other funds holding CBB

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
PA
Pinnacle Associates New York $7.78B AUM 45.07% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
AC
Avenir Corporation Alexandria, Virginia $820M AUM 2.4% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Torch Wealth Management's CBB Position: Q4 2016 in Review

Torch Wealth Management sold out of Cincinnati Bell Inc. (CBB) in Q4 2016, closing a stake of 4,381 shares — an estimated $89K sold.

Torch Wealth Management first reported a position in CBB in Q4 2013 and held it in 10 quarters. The position peaked at $89K in Q3 2016. 135 funds tracked by Wall St. Rank hold CBB as of Q4 2016.

  • Torch Wealth Management reported no remaining Cincinnati Bell Inc. position as of Q4 2016 after selling out during the quarter.
  • Torch Wealth Management sold 4,381 Cincinnati Bell Inc. shares in Q4 2016, an estimated $89K.
  • Torch Wealth Management first reported a position in Cincinnati Bell Inc. in Q4 2013 and held it in 10 quarters.
  • Torch Wealth Management's Cincinnati Bell Inc. position peaked at $89K in Q3 2016.
  • 135 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q4 2016.

Based on Torch Wealth Management's 13F filing for Q4 2016, filed 2 Feb 2017.