West Branch Capital’s Block Inc XYZ Stock Holding History

West Branch Capital’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-5,084	Closed	-$503K	–	90
2018 Q3	$503K	Buy	5,084 +1,784	+54%	+$138K	0.37%	59
2018 Q2	$203K	Buy	+3,300	New	+$182K	0.16%	86

Other funds holding XYZ

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

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

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

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

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

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

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

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

Sumitomo Mitsui Trust Group Minato-Ku, Tokyo, Japan $154B AUM 29.96% 1-Year Est. Return

West Branch Capital's XYZ Position: Q4 2018 in Review

West Branch Capital sold out of Block Inc (XYZ) in Q4 2018, closing a stake of 5,084 shares — an estimated $503K sold.

West Branch Capital first reported a position in XYZ in Q2 2018 and held it in 2 quarters. The position peaked at $503K in Q3 2018. 655 funds tracked by Wall St. Rank hold XYZ as of Q4 2018.

West Branch Capital reported no remaining Block Inc position as of Q4 2018 after selling out during the quarter.
West Branch Capital sold 5,084 Block Inc shares in Q4 2018, an estimated $503K.
West Branch Capital first reported a position in Block Inc in Q2 2018 and held it in 2 quarters.
West Branch Capital's Block Inc position peaked at $503K in Q3 2018.
655 funds tracked by Wall St. Rank held Block Inc as of Q4 2018.

Based on West Branch Capital's 13F filing for Q4 2018, filed 7 Feb 2019.