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Vontobel Swiss Wealth Advisors’s Ametek AME Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio AME Stock Details AME Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-500
Closed -$26K – 47
2014
Q4 		$26K Buy
+500
New +$25.4K 0.02% 79

Other funds holding AME

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
Tran Capital Management San Rafael, California $869M AUM 52.91% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

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

Vontobel Swiss Wealth Advisors sold out of Ametek (AME) in Q1 2015, closing a stake of 500 shares — an estimated $26K sold.

Vontobel Swiss Wealth Advisors first reported a position in AME in Q4 2014 and held it in 1 quarter. The position peaked at $26K in Q4 2014. 415 funds tracked by Wall St. Rank hold AME as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Ametek position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 500 Ametek shares in Q1 2015, an estimated $26K.
  • Vontobel Swiss Wealth Advisors first reported a position in Ametek in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Ametek position peaked at $26K in Q4 2014.
  • 415 funds tracked by Wall St. Rank held Ametek as of Q1 2015.

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