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WealthTrust-Arizona’s Ericsson ERIC Stock Holding History

WealthTrust-Arizona’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q2 		– Sell
-80
Closed -$1K – 649
2014
Q1 		$1K Hold
80
– – ﹤0.01% 628
2013
Q4 		$1K Sell
80
-37
-32% -$460 ﹤0.01% 603
2013
Q3 		$2K Hold
117
– – ﹤0.01% 532
2013
Q2 		$1K Buy
+117
New +$1.4K ﹤0.01% 580

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
JHIU
Janus Henderson Investors US Denver, Colorado $122B AUM 18.26% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
LBA
Letko, Brosseau & Associates Montreal, Quebec, Canada $6.2B AUM 38.92% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

WealthTrust-Arizona's ERIC Position: Q2 2014 in Review

WealthTrust-Arizona sold out of Ericsson (ERIC) in Q2 2014, closing a stake of 80 shares — an estimated $1K sold.

WealthTrust-Arizona first reported a position in ERIC in Q2 2013 and held it in 4 quarters. The position peaked at $2K in Q3 2013. 235 funds tracked by Wall St. Rank hold ERIC as of Q2 2014.

  • WealthTrust-Arizona reported no remaining Ericsson position as of Q2 2014 after selling out during the quarter.
  • WealthTrust-Arizona sold 80 Ericsson shares in Q2 2014, an estimated $1K.
  • WealthTrust-Arizona first reported a position in Ericsson in Q2 2013 and held it in 4 quarters.
  • WealthTrust-Arizona's Ericsson position peaked at $2K in Q3 2013.
  • 235 funds tracked by Wall St. Rank held Ericsson as of Q2 2014.

Based on WealthTrust-Arizona's 13F filing for Q2 2014, filed 22 Jul 2014.