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Torch Wealth Management’s Dolby DLB Stock Holding History

Torch Wealth Management’s Portfolio DLB Stock Details DLB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-1,000
Closed -$43K – 140
2014
Q2 		$43K Hold
1,000
– – 0.03% 169
2014
Q1 		$45K Hold
1,000
– – 0.03% 163
2013
Q4 		$39K Buy
+1,000
New +$36K 0.03% 154

Other funds holding DLB

Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
RIM
RS Investment Management San Francisco, California $9.73B AUM 3.24% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
DGI
Disciplined Growth Investors Minneapolis, Minnesota $4.89B AUM 33.85% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Torch Wealth Management's DLB Position: Q3 2014 in Review

Torch Wealth Management sold out of Dolby (DLB) in Q3 2014, closing a stake of 1,000 shares — an estimated $43K sold.

Torch Wealth Management first reported a position in DLB in Q4 2013 and held it in 3 quarters. The position peaked at $45K in Q1 2014. 207 funds tracked by Wall St. Rank hold DLB as of Q3 2014.

  • Torch Wealth Management reported no remaining Dolby position as of Q3 2014 after selling out during the quarter.
  • Torch Wealth Management sold 1,000 Dolby shares in Q3 2014, an estimated $43K.
  • Torch Wealth Management first reported a position in Dolby in Q4 2013 and held it in 3 quarters.
  • Torch Wealth Management's Dolby position peaked at $45K in Q1 2014.
  • 207 funds tracked by Wall St. Rank held Dolby as of Q3 2014.

Based on Torch Wealth Management's 13F filing for Q3 2014, filed 29 Oct 2014.