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Waverton Investment Management’s Akamai AKAM Stock Holding History

Waverton Investment Management’s Portfolio AKAM Stock Details AKAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-18,757
Closed -$934K – 79
2017
Q2 		$934K Sell
18,757
-559
-3% -$29.5K 0.06% 56
2017
Q1 		$1.15M Sell
19,316
-292
-1% -$19.2K 0.07% 72
2016
Q4 		$1.31M Buy
19,608
+136
+0.7% +$8.66K 0.09% 84
2016
Q3 		$1.03M Buy
19,472
+8,105
+71% +$434K 0.07% 84
2016
Q2 		$636K Sell
11,367
-24,870
-69% -$1.31M 0.05% 95
2016
Q1 		$2.01M Sell
36,237
-19,525
-35% -$992K 0.15% 74
2015
Q4 		$2.94M Buy
+55,762
New +$3.43M 0.22% 64

Other funds holding AKAM

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
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Waverton Investment Management's AKAM Position: Q3 2017 in Review

Waverton Investment Management sold out of Akamai (AKAM) in Q3 2017, closing a stake of 18,757 shares — an estimated $934K sold.

Waverton Investment Management first reported a position in AKAM in Q4 2015 and held it in 7 quarters. The position peaked at $2.94M in Q4 2015. 473 funds tracked by Wall St. Rank hold AKAM as of Q3 2017.

  • Waverton Investment Management reported no remaining Akamai position as of Q3 2017 after selling out during the quarter.
  • Waverton Investment Management sold 18,757 Akamai shares in Q3 2017, an estimated $934K.
  • Waverton Investment Management first reported a position in Akamai in Q4 2015 and held it in 7 quarters.
  • Waverton Investment Management's Akamai position peaked at $2.94M in Q4 2015.
  • 473 funds tracked by Wall St. Rank held Akamai as of Q3 2017.

Based on Waverton Investment Management's 13F filing for Q3 2017, filed 12 Oct 2017.