Wealthcare Capital Management’s Safe Bulkers SB Stock Holding History

Wealthcare Capital Management’s Portfolio SB Stock Details SB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-500	Closed	-$1K	–	251
2015 Q3	$1K	Hold	500	–	–	﹤0.01%	230
2015 Q2	$2K	Hold	500	–	–	﹤0.01%	335
2015 Q1	$2K	Hold	500	–	–	﹤0.01%	823
2014 Q4	$2K	Hold	500	–	–	﹤0.01%	174
2014 Q3	$3K	Hold	500	–	–	﹤0.01%	229
2014 Q2	$5K	Hold	500	–	–	﹤0.01%	150
2014 Q1	$5K	Hold	500	–	–	﹤0.01%	143
2013 Q4	$5K	Hold	500	–	–	﹤0.01%	93
2013 Q3	$3K	Hold	500	–	–	﹤0.01%	101
2013 Q2	$3K	Buy	+500	New	+$2.54K	﹤0.01%	104

Other funds holding SB

KGI

Kopernik Global Investors Tampa, Florida $1.43B AUM 63.57% 1-Year Est. Return

Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

TVM

Tiger Veda Management New York $4.32M AUM 45.06% 1-Year Est. Return

RFC

Russell Frank Company Seattle, Washington $56.9B AUM 2.13% 1-Year Est. Return

BFA

BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

NGA

New Generation Advisors Manchester, Massachusetts $45.6M AUM 15.43% 1-Year Est. Return

California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Hourglass Capital Houston, Texas $480M AUM 32.35% 1-Year Est. Return

Wealthcare Capital Management's SB Position: Q4 2015 in Review

Wealthcare Capital Management sold out of Safe Bulkers (SB) in Q4 2015, closing a stake of 500 shares — an estimated $1K sold.

Wealthcare Capital Management first reported a position in SB in Q2 2013 and held it in 10 quarters. The position peaked at $5K in Q2 2014. 63 funds tracked by Wall St. Rank hold SB as of Q4 2015.

Wealthcare Capital Management reported no remaining Safe Bulkers position as of Q4 2015 after selling out during the quarter.
Wealthcare Capital Management sold 500 Safe Bulkers shares in Q4 2015, an estimated $1K.
Wealthcare Capital Management first reported a position in Safe Bulkers in Q2 2013 and held it in 10 quarters.
Wealthcare Capital Management's Safe Bulkers position peaked at $5K in Q2 2014.
63 funds tracked by Wall St. Rank held Safe Bulkers as of Q4 2015.

Based on Wealthcare Capital Management's 13F filing for Q4 2015, filed 13 Jan 2016.