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Westside Investment Management’s JELD-WEN Holding JELD Stock Holding History

Westside Investment Management’s Portfolio JELD Stock Details JELD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-298
Closed -$8.66K – 836
2018
Q1 		$8.66K Hold
298
– – ﹤0.01% 576
2017
Q4 		$12.5K Sell
298
-57
-16% -$2.12K 0.01% 518
2017
Q3 		$12.7K Buy
355
+4
+1% +$127 0.01% 492
2017
Q2 		$10.8K Buy
+351
New +$11.4K 0.01% 519

Other funds holding JELD

HP
Hound Partners New York $799M AUM 9.54% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
ICM
IMS Capital Management Portland, Oregon $217M AUM 18.69% 1-Year Est. Return
ELI
Empire Life Investments Toronto, Ontario, Canada $1.65B AUM 29.46% 1-Year Est. Return
CC
Cannell & Co New York $3.15B AUM 30.62% 1-Year Est. Return

Westside Investment Management's JELD Position: Q2 2018 in Review

Westside Investment Management sold out of JELD-WEN Holding (JELD) in Q2 2018, closing a stake of 298 shares — an estimated $8.66K sold.

Westside Investment Management first reported a position in JELD in Q2 2017 and held it in 4 quarters. The position peaked at $12.7K in Q3 2017. 134 funds tracked by Wall St. Rank hold JELD as of Q2 2018.

  • Westside Investment Management reported no remaining JELD-WEN Holding position as of Q2 2018 after selling out during the quarter.
  • Westside Investment Management sold 298 JELD-WEN Holding shares in Q2 2018, an estimated $8.66K.
  • Westside Investment Management first reported a position in JELD-WEN Holding in Q2 2017 and held it in 4 quarters.
  • Westside Investment Management's JELD-WEN Holding position peaked at $12.7K in Q3 2017.
  • 134 funds tracked by Wall St. Rank held JELD-WEN Holding as of Q2 2018.

Based on Westside Investment Management's 13F filing for Q2 2018, filed 13 Aug 2018.