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WealthTrust-Arizona’s Designer Brands DBI Stock Holding History

WealthTrust-Arizona’s Portfolio DBI Stock Details DBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q3 		– Sell
-300
Closed -$8K – 641
2014
Q2 		$8K Buy
+300
New +$9.46K 0.01% 439

Other funds holding DBI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Jennison Associates
Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
KI
Kalmar Investments Greenville, Delaware $443M AUM 23.5% 1-Year Est. Return

WealthTrust-Arizona's DBI Position: Q3 2014 in Review

WealthTrust-Arizona sold out of Designer Brands (DBI) in Q3 2014, closing a stake of 300 shares — an estimated $8K sold.

WealthTrust-Arizona first reported a position in DBI in Q2 2014 and held it in 1 quarter. The position peaked at $8K in Q2 2014. 207 funds tracked by Wall St. Rank hold DBI as of Q3 2014.

  • WealthTrust-Arizona reported no remaining Designer Brands position as of Q3 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 300 Designer Brands shares in Q3 2014, an estimated $8K.
  • WealthTrust-Arizona first reported a position in Designer Brands in Q2 2014 and held it in 1 quarter.
  • WealthTrust-Arizona's Designer Brands position peaked at $8K in Q2 2014.
  • 207 funds tracked by Wall St. Rank held Designer Brands as of Q3 2014.

Based on WealthTrust-Arizona's 13F filing for Q3 2014, filed 23 Oct 2014.