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Vontobel Swiss Wealth Advisors’s Qualcomm QCOM Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio QCOM Stock Details QCOM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,400
Closed -$287K – 78
2016
Q4 		$287K Sell
4,400
-3,555
-45% -$239K 0.18% 56
2016
Q3 		$545K Sell
7,955
-659
-8% -$40.1K 0.29% 46
2016
Q2 		$415K Sell
8,614
-250
-3% -$13.2K 0.25% 52
2016
Q1 		$453K Buy
+8,864
New +$432K 0.24% 48

Other funds holding QCOM

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's QCOM Position: Q1 2017 in Review

Vontobel Swiss Wealth Advisors sold out of Qualcomm (QCOM) in Q1 2017, closing a stake of 4,400 shares — an estimated $287K sold.

Vontobel Swiss Wealth Advisors first reported a position in QCOM in Q1 2016 and held it in 4 quarters. The position peaked at $545K in Q3 2016. 1,465 funds tracked by Wall St. Rank hold QCOM as of Q1 2017.

  • Vontobel Swiss Wealth Advisors reported no remaining Qualcomm position as of Q1 2017 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 4,400 Qualcomm shares in Q1 2017, an estimated $287K.
  • Vontobel Swiss Wealth Advisors first reported a position in Qualcomm in Q1 2016 and held it in 4 quarters.
  • Vontobel Swiss Wealth Advisors's Qualcomm position peaked at $545K in Q3 2016.
  • 1,465 funds tracked by Wall St. Rank held Qualcomm as of Q1 2017.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q1 2017, filed 12 May 2017.