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WealthTrust-Arizona’s BlackLine BL Stock Holding History

WealthTrust-Arizona’s Portfolio BL Stock Details BL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		$17K Buy
411
+48
+13% +$2.04K 0.01% 294
2018
Q3 		$20K Sell
363
-7
-2% -$349 0.01% 278
2018
Q2 		$16K Sell
370
-58
-14% -$2.45K 0.01% 305
2018
Q1 		$17K Buy
+428
New +$16K 0.01% 307

Other funds holding BL

IC
Iconiq Capital San Francisco, California $3.47B AUM 23.76% 1-Year Est. Return
SLG
Silver Lake Group Menlo Park, California $4.58B AUM 24.86% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
DDC
DF Dent & Co Baltimore, Maryland $5.27B AUM 7.89% 1-Year Est. Return
RP
Riverbridge Partners Minneapolis, Minnesota $3.58B AUM 4.02% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $3.89B AUM 16.15% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

WealthTrust-Arizona's BL Position: Q4 2018 in Review

WealthTrust-Arizona increased its BlackLine (BL) stake by 13% in Q4 2018, buying an estimated $2.04K and bringing the position to 411 shares worth $17K. The position accounts for 0.01% of the portfolio, ranked #294.

WealthTrust-Arizona first reported a position in BL in Q1 2018 and has held it in 4 quarters since. The position peaked at $20K in Q3 2018. 166 funds tracked by Wall St. Rank hold BL as of Q4 2018.

  • WealthTrust-Arizona held 411 shares of BlackLine worth $17K as of Q4 2018.
  • WealthTrust-Arizona bought 48 BlackLine shares in Q4 2018, an estimated $2.04K.
  • BlackLine made up 0.01% of WealthTrust-Arizona's portfolio in Q4 2018, its #294 holding.
  • WealthTrust-Arizona first reported a position in BlackLine in Q1 2018 and has held it in 4 quarters since.
  • WealthTrust-Arizona's BlackLine position peaked at $20K in Q3 2018.
  • 166 funds tracked by Wall St. Rank held BlackLine as of Q4 2018.

Based on WealthTrust-Arizona's 13F filing for Q4 2018, filed 7 Feb 2019.