TFA
BID

Toth Financial Advisory’s Sotheby's BID Stock Holding History

Toth Financial Advisory’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-8,000
Closed -$348K – 112
2014
Q1 		$348K Hold
8,000
– – 0.14% 93
2013
Q4 		$426K Hold
8,000
– – 0.18% 82
2013
Q3 		$393K Buy
+8,000
New +$356K 0.18% 84

Other funds holding BID

TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
MCM
Marcato Capital Management San Francisco, California $1.2M AUM 91.17% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDJVC
St. Denis J. Villere & Co New Orleans, Louisiana $907M AUM 10.61% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
EPCM
Eton Park Capital Management New York $2.28B AUM 33.59% 1-Year Est. Return

Toth Financial Advisory's BID Position: Q2 2014 in Review

Toth Financial Advisory sold out of Sotheby's (BID) in Q2 2014, closing a stake of 8,000 shares — an estimated $348K sold.

Toth Financial Advisory first reported a position in BID in Q3 2013 and held it in 3 quarters. The position peaked at $426K in Q4 2013. 247 funds tracked by Wall St. Rank hold BID as of Q2 2014.

  • Toth Financial Advisory reported no remaining Sotheby's position as of Q2 2014 after selling out during the quarter.
  • Toth Financial Advisory sold 8,000 Sotheby's shares in Q2 2014, an estimated $348K.
  • Toth Financial Advisory first reported a position in Sotheby's in Q3 2013 and held it in 3 quarters.
  • Toth Financial Advisory's Sotheby's position peaked at $426K in Q4 2013.
  • 247 funds tracked by Wall St. Rank held Sotheby's as of Q2 2014.

Based on Toth Financial Advisory's 13F filing for Q2 2014, filed 1 Jul 2014.