WCM Investment Management
BPOP icon

WCM Investment Management’s Popular Inc BPOP Stock Holding History

WCM Investment Management’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q1 		– Sell
-185,368
Closed -$5.33M – 140
2013
Q4 		$5.33M Sell
185,368
-17,714
-9% -$479K 0.19% 91
2013
Q3 		$5.33M Buy
203,082
+13,419
+7% +$423K 0.28% 77
2013
Q2 		$5.76M Buy
+189,663
New +$5.49M 0.31% 76

Other funds holding BPOP

PC
Paulson & Co New York $2.58B AUM 68.51% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
VM
Valinor Management New York $32.2M AUM 44.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

WCM Investment Management's BPOP Position: Q1 2014 in Review

WCM Investment Management sold out of Popular Inc (BPOP) in Q1 2014, closing a stake of 185,368 shares — an estimated $5.33M sold.

WCM Investment Management first reported a position in BPOP in Q2 2013 and held it in 3 quarters. The position peaked at $5.76M in Q2 2013. 199 funds tracked by Wall St. Rank hold BPOP as of Q1 2014.

  • WCM Investment Management reported no remaining Popular Inc position as of Q1 2014 after selling out during the quarter.
  • WCM Investment Management sold 185,368 Popular Inc shares in Q1 2014, an estimated $5.33M.
  • WCM Investment Management first reported a position in Popular Inc in Q2 2013 and held it in 3 quarters.
  • WCM Investment Management's Popular Inc position peaked at $5.76M in Q2 2013.
  • 199 funds tracked by Wall St. Rank held Popular Inc as of Q1 2014.

Based on WCM Investment Management's 13F filing for Q1 2014, filed 8 May 2014.