Investing in Q1 2015 vs Q2 2015: Highs and Lows of Managed Account Advisors LLC Holdings

Investing can be a daunting task, even for the most experienced investors. Every decision you make can impact your portfolio, which is why it's important to stay up-to-date on changes in the market. In this blog post, we'll explore the holdings comparison of Managed Account Advisors LLC from Q1 2015 to Q2 2015, analyzing the top gains and losses during this period.

Managed Account Advisors LLC is a Delaware limited liability company, registered with the Securities and Exchange Commission (SEC) in 2009, and currently owned by a subsidiary of Natixis Investment Managers. Its primary business is to provide investment advisory services to various investment vehicles.

Let's get started with a brief definition of what we'll be discussing: a 13F filing is a quarterly report filed by institutional investment managers that disclose their equity holdings.

Here are some of the top holdings gains and losses from Managed Account Advisors LLC for this period, based on the data in the CSV.

Top Gains:

1. Reynolds American Inc. (RAI): This company saw an increase of 84.9% in shares, making it the biggest gainer overall in this period. The value of shares also saw an impressive rise from $264,620 to $489,324, making it a strong addition to the Managed Account Advisors LLC portfolio.

2. Wisdom Tree Trust (HEDJ): This company saw an increase of 41.3% in shares during this period. The value of shares rose from $334,869 to $473,176, highlighting a strong growth trend.

3. Vanguard World Fds (VDE): With an increase of 40.2% in shares, Vanguard World Fds was one of the top performers in the Managed Account Advisors LLC portfolio. The value of shares rose from $315,191 to $441,786, indicating a significant growth trend.

Top Losses:

1. Procter & Gamble Co (PG): Managed Account Advisors LLC's holdings in Procter & Gamble Co saw a decrease of 8.1% in shares during this period. The value of shares also fell from $644,869 to $592,787, making it the biggest loss in value for the portfolio.

2. 3M Co (MMM): While Managed Account Advisors LLC still held on to 3M Co during this period, their shares saw a decrease of 8.3%. The value of shares also fell from $648,725 to $594,669, indicating a negative trend.

3. Wal-Mart Stores Inc (WMT): While still a significant holding in the portfolio, Managed Account Advisors LLC saw a decrease of 8.9% in shares for Wal-Mart Stores in this period. The value of shares saw a decline from $520,062 to $473,894.

Conclusion:

Overall, the Managed Account Advisors LLC portfolio saw some significant gains and losses during this period. However, it's important to evaluate these changes within the larger context of the market and the company's overall investment strategy. While some holdings may have seen losses, it's possible that the company held on to them for strategic reasons or to balance their portfolio.

Investors can use this information as a starting point for evaluating their own investments, but it's important to keep in mind the unique circumstances of each portfolio and to consult with a financial professional.