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Vontobel Swiss Wealth Advisors’s Leidos LDOS Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio LDOS Stock Details LDOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-650
Closed -$28K – 80
2014
Q4 		$28K Buy
+650
New +$25.4K 0.02% 74

Other funds holding LDOS

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
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GAM
Gotham Asset Management New York $43B AUM 34.97% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

Vontobel Swiss Wealth Advisors sold out of Leidos (LDOS) in Q1 2015, closing a stake of 650 shares — an estimated $28K sold.

Vontobel Swiss Wealth Advisors first reported a position in LDOS in Q4 2014 and held it in 1 quarter. The position peaked at $28K in Q4 2014. 224 funds tracked by Wall St. Rank hold LDOS as of Q1 2015.

  • Vontobel Swiss Wealth Advisors reported no remaining Leidos position as of Q1 2015 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 650 Leidos shares in Q1 2015, an estimated $28K.
  • Vontobel Swiss Wealth Advisors first reported a position in Leidos in Q4 2014 and held it in 1 quarter.
  • Vontobel Swiss Wealth Advisors's Leidos position peaked at $28K in Q4 2014.
  • 224 funds tracked by Wall St. Rank held Leidos as of Q1 2015.

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