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Wealthcare Capital Management’s Yelp YELP Stock Holding History

Wealthcare Capital Management’s Portfolio YELP Stock Details YELP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-75
Closed -$4K – 874
2015
Q1 		$4K Buy
+75
New +$3.71K ﹤0.01% 708

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Macquarie Group
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Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JPCCM
J&P (China) Capital Management Hong Kong, China $586M AUM 82.64% 1-Year Est. Return
CCM
Cornerstone Capital Management Edina, Minnesota $635M AUM 11.91% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

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

Wealthcare Capital Management sold out of Yelp (YELP) in Q2 2015, closing a stake of 75 shares — an estimated $4K sold.

Wealthcare Capital Management first reported a position in YELP in Q1 2015 and held it in 1 quarter. The position peaked at $4K in Q1 2015. 242 funds tracked by Wall St. Rank hold YELP as of Q2 2015.

  • Wealthcare Capital Management reported no remaining Yelp position as of Q2 2015 after selling out during the quarter.
  • Wealthcare Capital Management sold 75 Yelp shares in Q2 2015, an estimated $4K.
  • Wealthcare Capital Management first reported a position in Yelp in Q1 2015 and held it in 1 quarter.
  • Wealthcare Capital Management's Yelp position peaked at $4K in Q1 2015.
  • 242 funds tracked by Wall St. Rank held Yelp as of Q2 2015.

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