Whitener Capital Management’s BioTelemetry, Inc. BEAT Stock Holding History

Whitener Capital Management’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
2019 Q4	–	Sell	-280	Closed	-$11K	–	502
2019 Q3	$11K	Hold	280	–	–	0.01%	350
2019 Q2	$13K	Hold	280	–	–	0.01%	325
2019 Q1	$17K	Hold	280	–	–	0.01%	295
2018 Q4	$16K	Buy	280 +137	+96%	+$8.22K	0.01%	278
2018 Q3	$9K	Buy	+143	New	+$7.98K	0.01%	349

Other funds holding BEAT

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

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

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

RIM

Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Whitener Capital Management's BEAT Position: Q4 2019 in Review

Whitener Capital Management sold out of BioTelemetry, Inc. (BEAT) in Q4 2019, closing a stake of 280 shares — an estimated $11K sold.

Whitener Capital Management first reported a position in BEAT in Q3 2018 and held it in 5 quarters. The position peaked at $17K in Q1 2019. 219 funds tracked by Wall St. Rank hold BEAT as of Q4 2019.

Whitener Capital Management reported no remaining BioTelemetry, Inc. position as of Q4 2019 after selling out during the quarter.
Whitener Capital Management sold 280 BioTelemetry, Inc. shares in Q4 2019, an estimated $11K.
Whitener Capital Management first reported a position in BioTelemetry, Inc. in Q3 2018 and held it in 5 quarters.
Whitener Capital Management's BioTelemetry, Inc. position peaked at $17K in Q1 2019.
219 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q4 2019.

Based on Whitener Capital Management's 13F filing for Q4 2019, filed 12 Feb 2020.