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Truvvo Partners’s West Pharmaceutical WST Stock Holding History

Truvvo Partners’s Portfolio WST Stock Details WST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-4,728
Closed -$467K – 123
2017
Q4 		$467K Sell
4,728
-4,119
-47% -$404K 0.16% 100
2017
Q3 		$852K Buy
8,847
+863
+11% +$78.1K 0.28% 74
2017
Q2 		$754K Buy
7,984
+1,297
+19% +$119K 0.27% 79
2017
Q1 		$546K Sell
6,687
-428
-6% -$35.8K 0.24% 80
2016
Q4 		$604K Buy
7,115
+727
+11% +$57.2K 0.21% 81
2016
Q3 		$476K Buy
6,388
+2,299
+56% +$183K 0.21% 90
2016
Q2 		$310K Hold
4,089
– – 0.16% 110
2016
Q1 		$283K Buy
+4,089
New +$246K 0.13% 116

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BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Truvvo Partners's WST Position: Q1 2018 in Review

Truvvo Partners sold out of West Pharmaceutical (WST) in Q1 2018, closing a stake of 4,728 shares — an estimated $467K sold.

Truvvo Partners first reported a position in WST in Q1 2016 and held it in 8 quarters. The position peaked at $852K in Q3 2017. 323 funds tracked by Wall St. Rank hold WST as of Q1 2018.

  • Truvvo Partners reported no remaining West Pharmaceutical position as of Q1 2018 after selling out during the quarter.
  • Truvvo Partners sold 4,728 West Pharmaceutical shares in Q1 2018, an estimated $467K.
  • Truvvo Partners first reported a position in West Pharmaceutical in Q1 2016 and held it in 8 quarters.
  • Truvvo Partners's West Pharmaceutical position peaked at $852K in Q3 2017.
  • 323 funds tracked by Wall St. Rank held West Pharmaceutical as of Q1 2018.

Based on Truvvo Partners's 13F filing for Q1 2018, filed 15 May 2018.