WIS
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Wright Investors Service’s Nasdaq NDAQ Stock Holding History

Wright Investors Service’s Portfolio NDAQ Stock Details NDAQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-24,255
Closed -$543K – 239
2016
Q4 		$543K Sell
24,255
-1,185
-5% -$26.1K 0.24% 138
2016
Q3 		$573K Sell
25,440
-135
-0.5% -$3.12K 0.24% 132
2016
Q2 		$551K Sell
25,575
-5,865
-19% -$125K 0.23% 138
2016
Q1 		$696K Sell
31,440
-798
-2% -$16.4K 0.28% 122
2015
Q4 		$625K Buy
32,238
+12,225
+61% +$233K 0.23% 149
2015
Q3 		$356K Buy
20,013
+3
+0% +$51 0.16% 171
2015
Q2 		$326K Hold
20,010
– – 0.16% 162
2015
Q1 		$340K Buy
20,010
+6,480
+48% +$105K 0.16% 168
2014
Q4 		$216K Buy
+13,530
New +$199K 0.11% 203

Other funds holding NDAQ

IA
Investor AB Stockholm, Sweden $15.1B AUM 29.02% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return