WEC
WBD icon

Winslow Evans & Crocker’s Warner Bros WBD Stock Holding History

Winslow Evans & Crocker’s Portfolio WBD Stock Details WBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1,017
Closed -$22K – 1361
2020
Q3 		$22K Sell
1,017
-37
-4% -$808 0.01% 609
2020
Q2 		$22K Buy
1,054
+36
+4% +$778 0.01% 603
2020
Q1 		$20K Hold
1,018
– – 0.01% 582
2019
Q4 		$34K Hold
1,018
– – 0.01% 579
2019
Q3 		$28K Hold
1,018
– – 0.01% 604
2019
Q2 		$32K Hold
1,018
– – 0.01% 599
2019
Q1 		$28K Hold
1,018
– – 0.01% 608
2018
Q4 		$26K Hold
1,018
– – 0.01% 597
2018
Q3 		$34K Hold
1,018
– – 0.01% 558
2018
Q2 		$28K Hold
1,018
– – 0.01% 616
2018
Q1 		$21.8K Hold
1,018
– – 0.01% 630
2017
Q4 		$22.8K Hold
1,018
– – 0.01% 631
2017
Q3 		$21.7K Buy
1,018
+1
+0.1% +$24 0.01% 638
2017
Q2 		$26.3K Sell
1,017
-1
-0.1% -$27 0.01% 695
2017
Q1 		$29.6K Sell
1,018
-542
-35% -$15.2K 0.01% 652
2016
Q4 		$42.8K Buy
1,560
+4
+0.3% +$109 0.01% 566
2016
Q3 		$41.9K Buy
1,556
+166
+12% +$4.26K 0.01% 582
2016
Q2 		$35.1K Sell
1,390
-101
-7% -$2.76K 0.01% 595
2016
Q1 		$42.7K Sell
1,491
-133
-8% -$3.56K 0.01% 538
2015
Q4 		$43.3K Buy
1,624
+42
+3% +$1.21K 0.01% 563
2015
Q3 		$41.2K Buy
1,582
+8
+0.5% +$237 0.01% 550
2015
Q2 		$52.3K Buy
1,574
+556
+55% +$18.3K 0.01% 544
2015
Q1 		$31.3K Hold
1,018
– – 0.01% 637
2014
Q4 		$35K Hold
1,018
– – 0.01% 610
2014
Q3 		$38.4K Sell
1,018
-972
-49% -$40.5K 0.01% 609
2014
Q2 		$75.5K Hold
1,990
– – 0.03% 427
2014
Q1 		$84.1K Hold
1,990
– – 0.03% 392
2013
Q4 		$92K Buy
+1,990
New +$86.1K 0.03% 389

Other funds holding WBD

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Winslow Evans & Crocker's WBD Position: Q4 2020 in Review

Winslow Evans & Crocker sold out of Warner Bros (WBD) in Q4 2020, closing a stake of 1,017 shares — an estimated $22K sold.

Winslow Evans & Crocker first reported a position in WBD in Q4 2013 and held it in 28 quarters. The position peaked at $92K in Q4 2013. 543 funds tracked by Wall St. Rank hold WBD as of Q4 2020.

  • Winslow Evans & Crocker reported no remaining Warner Bros position as of Q4 2020 after selling out during the quarter.
  • Winslow Evans & Crocker sold 1,017 Warner Bros shares in Q4 2020, an estimated $22K.
  • Winslow Evans & Crocker first reported a position in Warner Bros in Q4 2013 and held it in 28 quarters.
  • Winslow Evans & Crocker's Warner Bros position peaked at $92K in Q4 2013.
  • 543 funds tracked by Wall St. Rank held Warner Bros as of Q4 2020.

Based on Winslow Evans & Crocker's 13F filing for Q4 2020, filed 3 Feb 2021.