Sentences with phrase «portfolio last quarter»

There weren't many changes made in my portfolio last quarter.

General Electric was a small position that performed poorly since its addition to the portfolio last quarter.

Not exact matches

Through the second quarter of last year, his portfolio was up 116 % since joining Berkshire.

The title, which is the crown jewel of the Activision Blizzard's portfolio, represented one - quarter of the industry's software sales at brick - and - mortar retailers last month, according to The NPD Group, which normally would be cause for celebration.

And I've written several books on my experiences investing, with topics ranging from automatic investing to Warren Buffett, to hedge funds, to long - term investing (my worse - selling book, «The Forever Portfolio», which has sold 399 copies since it came out in December 2008, including one copy for the entire last quarter).

Indeed, data shows about a quarter of more than 360,000 investors who synched their portfolios with online tracker SigFig sold stocks when the Dow tumbled nearly 1,900 points in one dismal week last August.

As I mentioned last quarter, in our client portfolios we've made a larger than usual allocation to Emerging Markets.

With that being said, let me point out one change to his portfolio from last quarter which was a single purchase of General Mills, Inc. (GIS) in early April.

Customers invested $ 8.8 billion in net cash into Price funds and other portfolios during the first quarter, compared with $ 12 billion pulled out through all of last year.

No change in the portfolio since last quarter: what has this guy been doing for three months?

Still, with dividend reinvestments, stock spin offs and a small buy I made, his portfolio continued to grow in size from last quarter.

I don't own JNJ in my portfolio but very positive on the sector and have been adding to my health care ETF for the last few quarters.

On top of that, his 13F filing had many Buffett - watchers scratching their heads at some of his portfolio moves during the last quarter, including his disclosures that he had sold big chunks of Procter & Gamble, Johnson & Johnson and ConocoPhillips (we thought these were «forever» holdings).

This second quarter, my students» writing portfolios included six essays with revised rough drafts — but, unlike last quarter when I graded all six essays equally, I had students select one essay to be graded more thoroughly than the others.

I had a $ 0.69 increase in dividends in my Empire portfolio compared to May due to reinvesting my T & AAPL dividends last quarter.

Once a quarter, I gether together the ideas that I have gathered from the last three months, so that I can consider them as replacements for companies in my current portfolio.

Over the years as I've built my dividend portfolio of over 40 stocks, the payout date spread - out has naturally taken its shape where majority of the payments come in during the last month of the quarter and the lesser during the first two months.

Though I'd looked at RSH a few times over the past year, I only became seriously interested a couple of months ago when I noted that Francis Chou has a significant position (3.6 % of his portfolio) which he had purchased in the 2nd quarter of 2011 and added to in the final quarter of last year at prices considerably higher than the then - current price.

Set out below is a list of all the stocks in the Greenbackd Portfolio and the absolute and relative performance of each from the close of the last trading day of the third quarter, September 1, 2009, to the close on the last trading day in the fourth quarter, November 30, 2009:

@Tim: At the end of last quarter after adding $ 1,000 to the account, the Portfolio had a value of $ 16,737.

Although it is still too early to determine how Greenbackd's strategy of investing in undervalued asset situations with a catalyst is performing, we've set out below a list of all the stocks we've included in the Greenbackd Portfolio and the absolute and relative performance of each at the close on the last trading day in our first quarter, Friday, February 28, 2009:

Set out below is a list of all the stocks in the Greenbackd Portfolio and the absolute and relative performance of each from the close of the last trading day of the first quarter, Friday, February 28, 2009, to the close on the last trading day in the second quarter, May 29, 2009:

It completed property acquisitions of $ 108.3 million for its core portfolio during the final quarter of last year.

Driven in part by some large portfolios trading hands, investment sales volume in the industrial sector through the first three quarters of last year was the third highest of any year since 2008, according to real estate services firm JLL and research firm Real Capital Analytics (RCA).

Office sales during the last quarter of 2017 included a 19 - building, multi-market portfolio acquisition by the Canada Pension Investment Board and the sale of the 4.2 - million - sq.

The firm, led by Chief Executive Officer Steve Schwarzman, said its private equity portfolio appreciated 2.5 percent in the quarter, compared with 3.5 percent in the same period last year.

Meanwhile, Macerich, a Santa Monica, Calif. - based REIT with a 77 - million - square - foot portfolio, posted FFO of $ 1.04 per share for the second quarter, up 8.2 percent from the $ 0.96 reported during the quarter last year.

Last fall, he unloaded a quarter of his portfolio, buildings totaling about 23,000 rental apartments, to Starwood Capital Group for more than $ 5 billion.