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Vontobel Swiss Wealth Advisors’s Adobe ADBE Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio ADBE Stock Details ADBE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-250
Closed -$18K – 45
2014
Q4 		$18K Buy
+250
New +$17.5K 0.01% 93

Other funds holding ADBE

Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $167B AUM 44.17% 1-Year Est. Return
Sands Capital Management
Sands Capital Management Arlington, Virginia $26.9B AUM 34.44% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's ADBE Position: Q1 2015 in Review

Vontobel Swiss Wealth Advisors sold out of Adobe (ADBE) in Q1 2015, closing a stake of 250 shares — an estimated $18K sold.

Vontobel Swiss Wealth Advisors first reported a position in ADBE in Q4 2014 and held it in 1 quarter. The position peaked at $18K in Q4 2014. 665 funds tracked by Wall St. Rank hold ADBE as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Adobe position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 250 Adobe shares in Q1 2015, an estimated $18K.
  • Vontobel Swiss Wealth Advisors first reported a position in Adobe in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Adobe position peaked at $18K in Q4 2014.
  • 665 funds tracked by Wall St. Rank held Adobe as of Q1 2015.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2015, filed 13 May 2015.