WIC
EL icon

Woodmont Investment Counsel’s Estee Lauder EL Stock Holding History

Woodmont Investment Counsel’s Portfolio EL Stock Details EL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-319
Closed -$28K – 315
2016
Q3 		$28K Buy
+319
New +$29.1K 0.01% 318
2016
Q1 		– Sell
-350
Closed -$31K – 529
2015
Q4 		$31K Buy
+350
New +$29.8K 0.01% 314

Other funds holding EL

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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 16.26% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Fundsmith LLP
Fundsmith LLP London, United Kingdom $12.8B AUM 6.9% 1-Year Est. Return

Woodmont Investment Counsel's EL Position: Q4 2016 in Review

Woodmont Investment Counsel sold out of Estee Lauder (EL) in Q4 2016, closing a stake of 319 shares — an estimated $28K sold.

Woodmont Investment Counsel first reported a position in EL in Q4 2015 and held it in 2 quarters. The position peaked at $31K in Q4 2015. 623 funds tracked by Wall St. Rank hold EL as of Q4 2016.

  • Woodmont Investment Counsel reported no remaining Estee Lauder position as of Q4 2016 after selling out during the quarter.
  • Woodmont Investment Counsel sold 319 Estee Lauder shares in Q4 2016, an estimated $28K.
  • Woodmont Investment Counsel first reported a position in Estee Lauder in Q4 2015 and held it in 2 quarters.
  • Woodmont Investment Counsel's Estee Lauder position peaked at $31K in Q4 2015.
  • 623 funds tracked by Wall St. Rank held Estee Lauder as of Q4 2016.

Based on Woodmont Investment Counsel's 13F filing for Q4 2016, filed 13 Feb 2017.