WIS
BID

Wright Investors Service’s Sotheby's BID Stock Holding History

Wright Investors Service’s Portfolio BID Stock Details BID Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-4,347
Closed -$223K – 191
2018
Q1 		$223K Sell
4,347
-150
-3% -$7.64K 0.08% 178
2017
Q4 		$232K Buy
+4,497
New +$224K 0.08% 192
2017
Q3 		– Sell
-4,190
Closed -$225K – 238
2017
Q2 		$225K Sell
4,190
-410
-9% -$20.4K 0.09% 212
2017
Q1 		$209K Buy
+4,600
New +$197K 0.08% 220
2016
Q3 		– Sell
-8,565
Closed -$235K – 227
2016
Q2 		$235K Buy
8,565
+175
+2% +$4.95K 0.1% 202
2016
Q1 		$224K Buy
+8,390
New +$201K 0.09% 209

Other funds holding BID

TAMH
Taikang Asset Management (HK) Hong Kong $1B AUM 27.37% 1-Year Est. Return
TP
Third Point New York $2.08B AUM 27.04% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
CI
Clal Insurance Tel-Aviv, Israel $16.6B AUM 68.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VBA
Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $5.01B AUM 6.26% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wright Investors Service's BID Position: Q2 2018 in Review

Wright Investors Service sold out of Sotheby's (BID) in Q2 2018, closing a stake of 4,347 shares — an estimated $223K sold.

Wright Investors Service first reported a position in BID in Q1 2016 and held it in 6 quarters. The position peaked at $235K in Q2 2016. 219 funds tracked by Wall St. Rank hold BID as of Q2 2018.

  • Wright Investors Service reported no remaining Sotheby's position as of Q2 2018 after selling out during the quarter.
  • Wright Investors Service sold 4,347 Sotheby's shares in Q2 2018, an estimated $223K.
  • Wright Investors Service first reported a position in Sotheby's in Q1 2016 and held it in 6 quarters.
  • Wright Investors Service's Sotheby's position peaked at $235K in Q2 2016.
  • 219 funds tracked by Wall St. Rank held Sotheby's as of Q2 2018.

Based on Wright Investors Service's 13F filing for Q2 2018, filed 2 Aug 2018.