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Advisor Group’s Broadwind BWEN Stock Holding History

Advisor Group’s Portfolio BWEN Stock Details BWEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$4K Buy
2,189
+1,060
+94% +$1.7K ﹤0.01% 4733
2019
Q3 		$2K Sell
1,129
-505
-31% -$968 ﹤0.01% 4945
2019
Q2 		$3K Buy
1,634
+505
+45% +$961 ﹤0.01% 4841
2019
Q1 		$2K Sell
1,129
-214,028
-99% -$333K ﹤0.01% 4936
2018
Q4 		$280K Sell
215,157
-85,650
-28% -$153K ﹤0.01% 1837
2018
Q3 		$655K Buy
300,807
+79,086
+36% +$179K 0.01% 1271
2018
Q2 		$523K Buy
221,721
+5,875
+3% +$15.3K 0.01% 1269
2018
Q1 		$475K Buy
215,846
+38,019
+21% +$92.5K 0.01% 1355
2017
Q4 		$484K Buy
177,827
+177,817
+1,778,170% +$485K 0.01% 1347
2017
Q3 		$0 Sell
10
-300
-97% -$1.13K ﹤0.01% 4838
2017
Q2 		$2K Hold
310
– – ﹤0.01% 4497
2017
Q1 		$2K Buy
310
+300
+3,000% +$1.56K ﹤0.01% 4365
2016
Q4 		$0 Hold
10
– – ﹤0.01% 4504
2016
Q3 		$0 Hold
10
– – ﹤0.01% 4474
2016
Q2 		$0 Buy
+10
New +$37 ﹤0.01% 4395

Other funds holding BWEN

GWI
Grace & White Inc Ny, New York $632M AUM 34.34% 1-Year Est. Return
AIC
AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
EIM
Essex Investment Management Boston, Massachusetts $632M AUM 95.36% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AC
Aristides Capital Louisville, Kentucky $462M AUM 28.94% 1-Year Est. Return
GJL
Gendell Jeffrey L $7.34B AUM 183.72% 1-Year Est. Return

Advisor Group's BWEN Position: Q4 2019 in Review

Advisor Group increased its Broadwind (BWEN) stake by 94% in Q4 2019, buying an estimated $1.7K and bringing the position to 2,189 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #4733.

Advisor Group first reported a position in BWEN in Q2 2016 and has held it in 15 quarters since. The position peaked at $655K in Q3 2018. 32 funds tracked by Wall St. Rank hold BWEN as of Q4 2019.

  • Advisor Group held 2,189 shares of Broadwind worth $4K as of Q4 2019.
  • Advisor Group bought 1,060 Broadwind shares in Q4 2019, an estimated $1.7K.
  • Broadwind made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #4733 holding.
  • Advisor Group first reported a position in Broadwind in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Broadwind position peaked at $655K in Q3 2018.
  • 32 funds tracked by Wall St. Rank held Broadwind as of Q4 2019.

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