Waverton Investment Management’s Banco Bradesco BBD Stock Holding History

Waverton Investment Management’s Portfolio BBD Stock Details BBD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-232,383	Closed	-$1.23M	–	80
2017 Q1	$1.23M	Hold	232,383	–	–	0.08%	69
2016 Q4	$1.05M	Hold	232,383	–	–	0.07%	89
2016 Q3	$1.09M	Hold	232,383	–	–	0.07%	82
2016 Q2	$939K	Sell	232,383 -23,238	-9%	-$85.5K	0.07%	89
2016 Q1	$896K	Hold	255,621	–	–	0.07%	97
2015 Q4	$578K	Hold	255,621	–	–	0.04%	102
2015 Q3	$645K	Hold	255,621	–	–	0.05%	97
2015 Q2	$1.1M	Hold	255,621	–	–	0.08%	90
2015 Q1	$1.12M	Sell	255,621 -51,125	-17%	-$251K	0.08%	78
2014 Q4	$1.61M	Hold	306,746	–	–	0.11%	75
2014 Q3	$1.71M	Hold	306,746	–	–	0.12%	73
2014 Q2	$1.75M	Hold	306,746	–	–	0.11%	75
2014 Q1	$1.64M	Hold	306,746	–	–	0.08%	143
2013 Q4	$1.51M	Hold	306,746	–	–	0.08%	145
2013 Q3	$1.67M	Buy	+306,746	New	+$1.51M	0.1%	156

Other funds holding BBD

AAM

Aberdeen Asset Management Aberdeen, United Kingdom $30B AUM 22.46% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return

SIM

Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return

Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return

EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return

Waverton Investment Management's BBD Position: Q2 2017 in Review

Waverton Investment Management sold out of Banco Bradesco (BBD) in Q2 2017, closing a stake of 232,383 shares — an estimated $1.23M sold.

Waverton Investment Management first reported a position in BBD in Q3 2013 and held it in 15 quarters. The position peaked at $1.75M in Q2 2014. 194 funds tracked by Wall St. Rank hold BBD as of Q2 2017.

Waverton Investment Management reported no remaining Banco Bradesco position as of Q2 2017 after selling out during the quarter.
Waverton Investment Management sold 232,383 Banco Bradesco shares in Q2 2017, an estimated $1.23M.
Waverton Investment Management first reported a position in Banco Bradesco in Q3 2013 and held it in 15 quarters.
Waverton Investment Management's Banco Bradesco position peaked at $1.75M in Q2 2014.
194 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2017.

Based on Waverton Investment Management's 13F filing for Q2 2017, filed 11 Jul 2017.