WKWM
YHOO

Walter & Keenan Wealth Management’s Yahoo Inc YHOO Stock Holding History

Walter & Keenan Wealth Management’s Portfolio YHOO Stock Details YHOO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-17,851
Closed -$793K – 146
2015
Q1 		$793K Buy
17,851
+2,500
+16% +$113K 0.45% 63
2014
Q4 		$775K Sell
15,351
-500
-3% -$23.5K 0.44% 63
2014
Q3 		$646K Buy
+15,851
New +$595K 0.38% 68

Other funds holding YHOO

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
SC
Sculptor Capital New York $9.61B AUM 27.49% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
LCG
Luxor Capital Group New York $1.43B AUM 30.88% 1-Year Est. Return

Walter & Keenan Wealth Management's YHOO Position: Q2 2015 in Review

Walter & Keenan Wealth Management sold out of Yahoo Inc (YHOO) in Q2 2015, closing a stake of 17,851 shares — an estimated $793K sold.

Walter & Keenan Wealth Management first reported a position in YHOO in Q3 2014 and held it in 3 quarters. The position peaked at $793K in Q1 2015. 723 funds tracked by Wall St. Rank hold YHOO as of Q2 2015.

  • Walter & Keenan Wealth Management reported no remaining Yahoo Inc position as of Q2 2015 after selling out during the quarter.
  • Walter & Keenan Wealth Management sold 17,851 Yahoo Inc shares in Q2 2015, an estimated $793K.
  • Walter & Keenan Wealth Management first reported a position in Yahoo Inc in Q3 2014 and held it in 3 quarters.
  • Walter & Keenan Wealth Management's Yahoo Inc position peaked at $793K in Q1 2015.
  • 723 funds tracked by Wall St. Rank held Yahoo Inc as of Q2 2015.

Based on Walter & Keenan Wealth Management's 13F filing for Q2 2015, filed 14 Aug 2015.