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Wealthcare Capital Management’s Ericsson ERIC Stock Holding History

Wealthcare Capital Management’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-293
Closed -$3K – 379
2019
Q4 		$3K Buy
+293
New +$2.59K ﹤0.01% 351
2015
Q3 		– Sell
-215
Closed -$2K – 289
2015
Q2 		$2K Sell
215
-70
-25% -$811 ﹤0.01% 322
2015
Q1 		$4K Buy
+285
New +$3.57K ﹤0.01% 683

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Balyasny Asset Management
Balyasny Asset Management Chicago, Illinois $77.1B AUM 42.89% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return

Wealthcare Capital Management's ERIC Position: Q1 2020 in Review

Wealthcare Capital Management sold out of Ericsson (ERIC) in Q1 2020, closing a stake of 293 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in ERIC in Q1 2015 and held it in 3 quarters. The position peaked at $4K in Q1 2015. 270 funds tracked by Wall St. Rank hold ERIC as of Q1 2020.

  • Wealthcare Capital Management reported no remaining Ericsson position as of Q1 2020 after selling out during the quarter.
  • Wealthcare Capital Management sold 293 Ericsson shares in Q1 2020, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Ericsson in Q1 2015 and held it in 3 quarters.
  • Wealthcare Capital Management's Ericsson position peaked at $4K in Q1 2015.
  • 270 funds tracked by Wall St. Rank held Ericsson as of Q1 2020.

Based on Wealthcare Capital Management's 13F filing for Q1 2020, filed 29 Apr 2020.