WCM
BPOP icon

Wealthcare Capital Management’s Popular Inc BPOP Stock Holding History

Wealthcare Capital 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
2015
Q2 		– Sell
-68
Closed – – 443
2015
Q1 		$0 Buy
+68
New +$2.25K ﹤0.01% 928

Other funds holding BPOP

Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
MNA
Manning & Napier Advisors Fairport, New York $7.8B AUM 25.03% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $12.5B AUM 7.49% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $10.7B AUM 67.78% 1-Year Est. Return

Wealthcare Capital Management's BPOP Position: Q2 2015 in Review

Wealthcare Capital Management sold out of Popular Inc (BPOP) in Q2 2015, closing a stake of 68 shares.

Wealthcare Capital Management first reported a position in BPOP in Q1 2015 and held it in 1 quarter. The position peaked at $0 in Q1 2015. 225 funds tracked by Wall St. Rank hold BPOP as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Popular Inc position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 68 Popular Inc shares in Q2 2015.
  • Wealthcare Capital Management first reported a position in Popular Inc in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Popular Inc position peaked at $0 in Q1 2015.
  • 225 funds tracked by Wall St. Rank held Popular Inc as of Q2 2015.

Based on Wealthcare Capital Management's 13F filing for Q2 2015, filed 24 Aug 2015.