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Westover Capital Advisors’s Ryder R Stock Holding History

Westover Capital Advisors’s Portfolio R Stock Details R Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-6,351
Closed -$361K – 99
2015
Q4 		$361K Sell
6,351
-3,704
-37% -$245K 0.3% 74
2015
Q3 		$744K Sell
10,055
-811
-7% -$69.2K 0.64% 47
2015
Q2 		$949K Buy
10,866
+3,622
+50% +$342K 0.75% 43
2015
Q1 		$687K Hold
7,244
– – 0.56% 55
2014
Q4 		$673K Hold
7,244
– – 0.58% 51
2014
Q3 		$652K Sell
7,244
-58
-0.8% -$5.2K 0.53% 57
2014
Q2 		$643K Hold
7,302
– – 0.54% 56
2014
Q1 		$584K Buy
7,302
+1,396
+24% +$103K 0.54% 53
2013
Q4 		$436K Buy
+5,906
New +$391K 0.42% 56

Other funds holding R

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
1832 Asset Management
1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.2B AUM 80.72% 1-Year Est. Return

Westover Capital Advisors's R Position: Q1 2016 in Review

Westover Capital Advisors sold out of Ryder (R) in Q1 2016, closing a stake of 6,351 shares — an estimated $361K sold.

Westover Capital Advisors first reported a position in R in Q4 2013 and held it in 9 quarters. The position peaked at $949K in Q2 2015. 319 funds tracked by Wall St. Rank hold R as of Q1 2016.

  • Westover Capital Advisors reported no remaining Ryder position as of Q1 2016 after selling out during the quarter.
  • Westover Capital Advisors sold 6,351 Ryder shares in Q1 2016, an estimated $361K.
  • Westover Capital Advisors first reported a position in Ryder in Q4 2013 and held it in 9 quarters.
  • Westover Capital Advisors's Ryder position peaked at $949K in Q2 2015.
  • 319 funds tracked by Wall St. Rank held Ryder as of Q1 2016.

Based on Westover Capital Advisors's 13F filing for Q1 2016, filed 13 May 2016.