Acorn Wealth Advisors’s B&G Foods BGS Stock Holding History

Acorn Wealth Advisors’s Portfolio BGS Stock Details BGS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Sell	-978	Closed	-$30K	–	146
2018 Q2	$30K	Hold	978	–	–	0.03%	341
2018 Q1	$22K	Sell	978 -96	-9%	-$2.94K	0.02%	374
2017 Q4	$37K	Buy	+1,074	New	+$36.8K	0.03%	292

Other funds holding BGS

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CVA

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

CIP

Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return

Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Acorn Wealth Advisors sold out of B&G Foods (BGS) in Q3 2018, closing a stake of 978 shares — an estimated $30K sold.

Acorn Wealth Advisors first reported a position in BGS in Q4 2017 and held it in 3 quarters. The position peaked at $37K in Q4 2017. 288 funds tracked by Wall St. Rank hold BGS as of Q3 2018.

Acorn Wealth Advisors reported no remaining B&G Foods position as of Q3 2018 after selling out during the quarter.
Acorn Wealth Advisors sold 978 B&G Foods shares in Q3 2018, an estimated $30K.
Acorn Wealth Advisors first reported a position in B&G Foods in Q4 2017 and held it in 3 quarters.
Acorn Wealth Advisors's B&G Foods position peaked at $37K in Q4 2017.
288 funds tracked by Wall St. Rank held B&G Foods as of Q3 2018.

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