David Jeffrey Fear - Thunderbird Partners 13F Activity & Position Changes (Q4 2017)

As of Dec 31, 2017, the Thunderbird Partners portfolio activity showed several notable changes in holdings, according to the latest SEC 13F filing reported on May 15, 2026. The activity included new positions, additions to existing holdings, reductions, and complete exits, providing a clear view of how the portfolio evolved during the quarter.

During Q4 2017, the filing reported:

New Buys - None reported

Increases - Comcast Corporation, Alphabet Inc.

Reductions - Bank of America Corporation, Baxter International Inc.

Complete Exits - Expedia Group, Inc., FMC Corporation, Microsoft Corporation

These updates highlight how the portfolio adjusted across different sectors and market conditions, offering insights into allocation shifts and investment trends.

Date	Symbol	Name	Type	Change Qty	% Change	Value	Remaining
Q4 2017	BAC Bank of America Corporation	Bank of America Corporation	Sell	-385,000	-8.4%	$123.50K	4,183,572
Q4 2017	BAX Baxter International Inc.	Baxter International Inc.	Sell	-1,272,791	-78.3%	$22.80K	352,708
Q4 2017	CMCSA Comcast Corporation	Comcast Corporation	Buy	+273,407	+8.7%	$137.21K	3,426,006
Q4 2017	EXPE Expedia Group, Inc.	Expedia Group, Inc.	Sell - Position Exit	-596,689	-100.0%	$0.00	-
Q4 2017	FMC FMC Corporation	FMC Corporation	Sell - Position Exit	-222,519	-100.0%	$0.00	-
Q4 2017	GOOGL Alphabet Inc.	Alphabet Inc.	Buy	+4,785	+4.6%	$114.03K	108,249
Q4 2017	MSFT Microsoft Corporation	Microsoft Corporation	Sell - Position Exit	-855,499	-100.0%	$0.00	-