TCP
SCHW

Tourbillon Capital Partners’s Charles Schwab SCHW Stock Holding History

Tourbillon Capital Partners’s Portfolio SCHW Stock Details SCHW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000,000
Closed -$31.6M – 79
2016
Q3 		$31.6M Buy
+1,000,000
New +$29.3M 0.64% 43

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Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $25.5B AUM 26.46% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $37.4B AUM 35.42% 1-Year Est. Return

Tourbillon Capital Partners's SCHW Position: Q4 2016 in Review

Tourbillon Capital Partners sold out of Charles Schwab (SCHW) in Q4 2016, closing a stake of 1,750,000 shares — an estimated $55.2M sold.

Tourbillon Capital Partners first reported a position in SCHW in Q3 2016 and held it in 1 quarter. The position peaked at $55.2M in Q3 2016. 864 funds tracked by Wall St. Rank hold SCHW as of Q4 2016.

  • Tourbillon Capital Partners reported no remaining Charles Schwab position as of Q4 2016 after selling out during the quarter.
  • Tourbillon Capital Partners sold 1,750,000 Charles Schwab shares in Q4 2016, an estimated $55.2M.
  • Tourbillon Capital Partners first reported a position in Charles Schwab in Q3 2016 and held it in 1 quarter.
  • Tourbillon Capital Partners's Charles Schwab position peaked at $55.2M in Q3 2016.
  • 864 funds tracked by Wall St. Rank held Charles Schwab as of Q4 2016.

Based on Tourbillon Capital Partners's 13F filing for Q4 2016, filed 14 Feb 2017.