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Vontobel Swiss Wealth Advisors’s Comcast CMCSA Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio CMCSA Stock Details CMCSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7,400
Closed -$333K – 86
2019
Q4 		$333K Sell
7,400
-13,550
-65% -$603K 0.22% 78
2019
Q3 		$944K Sell
20,950
-1,000
-5% -$44.3K 0.61% 52
2019
Q2 		$928K Buy
+21,950
New +$926K 0.5% 59

Other funds holding CMCSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's CMCSA Position: Q1 2020 in Review

Vontobel Swiss Wealth Advisors sold out of Comcast (CMCSA) in Q1 2020, closing a stake of 7,400 shares — an estimated $333K sold.

Vontobel Swiss Wealth Advisors first reported a position in CMCSA in Q2 2019 and held it in 3 quarters. The position peaked at $944K in Q3 2019. 1,957 funds tracked by Wall St. Rank hold CMCSA as of Q1 2020.

  • Vontobel Swiss Wealth Advisors reported no remaining Comcast position as of Q1 2020 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 7,400 Comcast shares in Q1 2020, an estimated $333K.
  • Vontobel Swiss Wealth Advisors first reported a position in Comcast in Q2 2019 and held it in 3 quarters.
  • Vontobel Swiss Wealth Advisors's Comcast position peaked at $944K in Q3 2019.
  • 1,957 funds tracked by Wall St. Rank held Comcast as of Q1 2020.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2020, filed 6 May 2020.