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YHB Investment Advisors’s Warner Bros WBD Stock Holding History

YHB Investment Advisors’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
2016
Q3 		– Sell
-12,751
Closed -$322K – 173
2016
Q2 		$322K Buy
12,751
+1,100
+9% +$30.1K 0.07% 137
2016
Q1 		$334K Sell
11,651
-16,150
-58% -$432K 0.09% 128
2015
Q4 		$742K Hold
27,801
– – 0.17% 110
2015
Q3 		$724K Hold
27,801
– – 0.17% 113
2015
Q2 		$925K Buy
27,801
+900
+3% +$29.7K 0.2% 108
2015
Q1 		$827K Sell
26,901
-900
-3% -$28.2K 0.19% 111
2014
Q4 		$958K Buy
+27,801
New +$964K 0.22% 105

Other funds holding WBD

ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
NSCM
New South Capital Management Memphis, Tennessee $2.09B AUM 33.67% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SCM
Shapiro Capital Management Atlanta, Georgia $1.6B AUM 13.27% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

YHB Investment Advisors's WBD Position: Q3 2016 in Review

YHB Investment Advisors sold out of Warner Bros (WBD) in Q3 2016, closing a stake of 12,751 shares — an estimated $322K sold.

YHB Investment Advisors first reported a position in WBD in Q4 2014 and held it in 7 quarters. The position peaked at $958K in Q4 2014. 434 funds tracked by Wall St. Rank hold WBD as of Q3 2016.

  • YHB Investment Advisors reported no remaining Warner Bros position as of Q3 2016 after selling out during the quarter.
  • YHB Investment Advisors sold 12,751 Warner Bros shares in Q3 2016, an estimated $322K.
  • YHB Investment Advisors first reported a position in Warner Bros in Q4 2014 and held it in 7 quarters.
  • YHB Investment Advisors's Warner Bros position peaked at $958K in Q4 2014.
  • 434 funds tracked by Wall St. Rank held Warner Bros as of Q3 2016.

Based on YHB Investment Advisors's 13F filing for Q3 2016, filed 24 Oct 2016.