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Valeo Financial Advisors’s Ziff Davis ZD Stock Holding History

Valeo Financial Advisors’s Portfolio ZD Stock Details ZD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-48
Closed -$3K – 1755
2018
Q3 		$3K Buy
+48
New +$3.51K ﹤0.01% 1389
2017
Q4 		– Sell
-117
Closed -$8K – 1440
2017
Q3 		$8K Buy
+117
New +$7.92K ﹤0.01% 771

Other funds holding ZD

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return

Valeo Financial Advisors's ZD Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Ziff Davis (ZD) in Q4 2018, closing a stake of 48 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in ZD in Q3 2017 and held it in 2 quarters. The position peaked at $8K in Q3 2017. 289 funds tracked by Wall St. Rank hold ZD as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Ziff Davis position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 48 Ziff Davis shares in Q4 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Ziff Davis in Q3 2017 and held it in 2 quarters.
  • Valeo Financial Advisors's Ziff Davis position peaked at $8K in Q3 2017.
  • 289 funds tracked by Wall St. Rank held Ziff Davis as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.