WCA
BEAT

Westover Capital Advisors’s BioTelemetry, Inc. BEAT Stock Holding History

Westover Capital Advisors’s Portfolio BEAT Stock Details BEAT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-7,079
Closed -$234K – 131
2017
Q3 		$234K Sell
7,079
-1,882
-21% -$65.2K 0.14% 110
2017
Q2 		$300K Hold
8,961
– – 0.2% 90
2017
Q1 		$259K Buy
+8,961
New +$222K 0.17% 88

Other funds holding BEAT

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

Westover Capital Advisors's BEAT Position: Q4 2017 in Review

Westover Capital Advisors sold out of BioTelemetry, Inc. (BEAT) in Q4 2017, closing a stake of 7,079 shares — an estimated $234K sold.

Westover Capital Advisors first reported a position in BEAT in Q1 2017 and held it in 3 quarters. The position peaked at $300K in Q2 2017. 192 funds tracked by Wall St. Rank hold BEAT as of Q4 2017.

  • Westover Capital Advisors reported no remaining BioTelemetry, Inc. position as of Q4 2017 after selling out during the quarter.
  • Westover Capital Advisors sold 7,079 BioTelemetry, Inc. shares in Q4 2017, an estimated $234K.
  • Westover Capital Advisors first reported a position in BioTelemetry, Inc. in Q1 2017 and held it in 3 quarters.
  • Westover Capital Advisors's BioTelemetry, Inc. position peaked at $300K in Q2 2017.
  • 192 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2017.

Based on Westover Capital Advisors's 13F filing for Q4 2017, filed 15 Feb 2018.