Advisor Group
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Advisor Group’s Boston Omaha BOC Stock Holding History

Advisor Group’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$2K Hold
100
– – ﹤0.01% 4953
2019
Q3 		$2K Buy
+100
New +$2.13K ﹤0.01% 4942
2018
Q4 		– Sell
-100
Closed -$3K – 5105
2018
Q3 		$3K Buy
+100
New +$2.36K ﹤0.01% 4727

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $476M AUM 7.25% 1-Year Est. Return
Massachusetts Institute of Technology
Massachusetts Institute of Technology Cambridge, Massachusetts $733M AUM 24.57% 1-Year Est. Return
Abacus Planning Group
Abacus Planning Group Columbia, South Carolina $809M AUM 21.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ArrowMark Colorado Holdings
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fenimore Asset Management
Fenimore Asset Management Cobleskill, New York $4.55B AUM 5.53% 1-Year Est. Return
Ironvine Capital Partners
Ironvine Capital Partners Omaha, Nebraska $1.07B AUM 16.62% 1-Year Est. Return
BOK Financial
BOK Financial Tulsa, Oklahoma $7.25B AUM 33.76% 1-Year Est. Return

Advisor Group's BOC Position: Q4 2019 in Review

Advisor Group held its Boston Omaha (BOC) position steady in Q4 2019 at 100 shares worth $2K. The position accounts for ﹤0.01% of the portfolio, ranked #4953.

Advisor Group first reported a position in BOC in Q3 2018 and has held it in 3 quarters since. The position peaked at $3K in Q3 2018. 63 funds tracked by Wall St. Rank hold BOC as of Q4 2019.

  • Advisor Group held 100 shares of Boston Omaha worth $2K as of Q4 2019.
  • Advisor Group left its Boston Omaha share count unchanged in Q4 2019.
  • Boston Omaha made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4953 holding.
  • Advisor Group first reported a position in Boston Omaha in Q3 2018 and has held it in 3 quarters since.
  • Advisor Group's Boston Omaha position peaked at $3K in Q3 2018.
  • 63 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.