WESPAC Advisors SoCal’s Nike NKE Stock Holding History

WESPAC Advisors SoCal’s Portfolio NKE Stock Details NKE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-300	Closed	-$25K	–	220
2019 Q1	$25K	Hold	300	–	–	0.01%	156
2018 Q4	$22K	Hold	300	–	–	0.01%	167
2018 Q3	$25K	Buy	+300	New	+$24.1K	0.01%	167
2018 Q2	–	Sell	-300	Closed	-$19K	–	191
2018 Q1	$19K	Hold	300	–	–	0.01%	169
2017 Q4	$18K	Hold	300	–	–	0.01%	163
2017 Q3	$15K	Hold	300	–	–	0.01%	182
2017 Q2	$17K	Hold	300	–	–	0.01%	164
2017 Q1	$16.7K	Hold	300	–	–	0.01%	163
2016 Q4	$15.2K	Hold	300	–	–	0.01%	166
2016 Q3	$15.8K	Sell	300 -173	-37%	-$9.77K	0.01%	163
2016 Q2	$26.1K	Sell	473 -280	-37%	-$16K	0.02%	140
2016 Q1	$46.3K	Sell	753 -119	-14%	-$7.19K	0.03%	117
2015 Q4	$54K	Buy	+872	New	+$56.2K	0.04%	120

Other funds holding NKE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Jennison Associates New York $145B AUM 34.61% 1-Year Est. Return

WESPAC Advisors SoCal's NKE Position: Q2 2019 in Review

WESPAC Advisors SoCal sold out of Nike (NKE) in Q2 2019, closing a stake of 300 shares — an estimated $25K sold.

WESPAC Advisors SoCal first reported a position in NKE in Q4 2015 and held it in 13 quarters. The position peaked at $54K in Q4 2015. 1,625 funds tracked by Wall St. Rank hold NKE as of Q2 2019.

WESPAC Advisors SoCal reported no remaining Nike position as of Q2 2019 after selling out during the quarter.
WESPAC Advisors SoCal sold 300 Nike shares in Q2 2019, an estimated $25K.
WESPAC Advisors SoCal first reported a position in Nike in Q4 2015 and held it in 13 quarters.
WESPAC Advisors SoCal's Nike position peaked at $54K in Q4 2015.
1,625 funds tracked by Wall St. Rank held Nike as of Q2 2019.

Based on WESPAC Advisors SoCal's 13F filing for Q2 2019, filed 30 Jul 2019.