WESPAC Advisors SoCal’s Ericsson ERIC Stock Holding History

WESPAC Advisors SoCal’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
2018 Q2	–	Sell	-40	Closed	–	–	134
2018 Q1	$0	Buy	+40	New	+$269	﹤0.01%	277

Other funds holding ERIC

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

BIP

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

WESPAC Advisors SoCal's ERIC Position: Q2 2018 in Review

WESPAC Advisors SoCal sold out of Ericsson (ERIC) in Q2 2018, closing a stake of 40 shares.

WESPAC Advisors SoCal first reported a position in ERIC in Q1 2018 and held it in 1 quarter. The position peaked at $0 in Q1 2018. 195 funds tracked by Wall St. Rank hold ERIC as of Q2 2018.

WESPAC Advisors SoCal reported no remaining Ericsson position as of Q2 2018 after selling out during the quarter.
WESPAC Advisors SoCal sold 40 Ericsson shares in Q2 2018.
WESPAC Advisors SoCal first reported a position in Ericsson in Q1 2018 and held it in 1 quarter.
WESPAC Advisors SoCal's Ericsson position peaked at $0 in Q1 2018.
195 funds tracked by Wall St. Rank held Ericsson as of Q2 2018.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2018, filed 13 Jul 2018.