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Wealthcare Capital Management’s Sabesp SBS Stock Holding History

Wealthcare Capital Management’s Portfolio SBS Stock Details SBS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		– Sell
-3,403
Closed -$3K – 363
2015
Q2 		$3K Sell
3,403
-1,032
-23% -$1.16K ﹤0.01% 304
2015
Q1 		$5K Buy
+4,435
New +$4.75K ﹤0.01% 643

Other funds holding SBS

BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EM
Elliott Management New York $11.8B AUM 20.29% 1-Year Est. Return
Grantham, Mayo, Van Otterloo & Co (GMO)
Grantham, Mayo, Van Otterloo & Co (GMO) Boston, Massachusetts $39.1B AUM 28.69% 1-Year Est. Return
WPL
WINDACRE PARTNERSHIP LLC Houston, Texas $9.34B AUM 17.41% 1-Year Est. Return
Nordea Investment Management
Nordea Investment Management Stockholm, Sweden $107B AUM 24.58% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAMU
Impax Asset Management (UK) London, United Kingdom $4.12B AUM 10.79% 1-Year Est. Return
TGI
Tradewinds Global Investors Los Angeles, California $81.3M AUM 9.21% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return

Wealthcare Capital Management's SBS Position: Q3 2015 in Review

Wealthcare Capital Management sold out of Sabesp (SBS) in Q3 2015, closing a stake of 3,403 shares — an estimated $3K sold.

Wealthcare Capital Management first reported a position in SBS in Q1 2015 and held it in 2 quarters. The position peaked at $5K in Q1 2015. 156 funds tracked by Wall St. Rank hold SBS as of Q3 2015.

  • Wealthcare Capital Management reported no remaining Sabesp position as of Q3 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 3,403 Sabesp shares in Q3 2015, an estimated $3K.
  • Wealthcare Capital Management first reported a position in Sabesp in Q1 2015 and held it in 2 quarters.
  • Wealthcare Capital Management's Sabesp position peaked at $5K in Q1 2015.
  • 156 funds tracked by Wall St. Rank held Sabesp as of Q3 2015.

Based on Wealthcare Capital Management's 13F filing for Q3 2015, filed 13 Nov 2015.