AWA
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Acorn Wealth Advisors’s Bread Financial BFH Stock Holding History

Acorn Wealth Advisors’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-83
Closed -$16K – 145
2018
Q2 		$16K Hold
83
– – 0.01% 428
2018
Q1 		$13K Hold
83
– – 0.01% 460
2017
Q4 		$17K Buy
+83
New +$15.4K 0.02% 396

Other funds holding BFH

VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return

Acorn Wealth Advisors's BFH Position: Q3 2018 in Review

Acorn Wealth Advisors sold out of Bread Financial (BFH) in Q3 2018, closing a stake of 83 shares — an estimated $16K sold.

Acorn Wealth Advisors first reported a position in BFH in Q4 2017 and held it in 3 quarters. The position peaked at $17K in Q4 2017. 567 funds tracked by Wall St. Rank hold BFH as of Q3 2018.

  • Acorn Wealth Advisors reported no remaining Bread Financial position as of Q3 2018 after selling out during the quarter.
  • Acorn Wealth Advisors sold 83 Bread Financial shares in Q3 2018, an estimated $16K.
  • Acorn Wealth Advisors first reported a position in Bread Financial in Q4 2017 and held it in 3 quarters.
  • Acorn Wealth Advisors's Bread Financial position peaked at $17K in Q4 2017.
  • 567 funds tracked by Wall St. Rank held Bread Financial as of Q3 2018.

Based on Acorn Wealth Advisors's 13F filing for Q3 2018, filed 13 Nov 2018.