AG
BWL.A

Advisor Group’s Bowl America Incorporated BWL.A Stock Holding History

Advisor Group’s Portfolio BWL.A Stock Details BWL.A Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-70
Closed -$1K – 5015
2017
Q2 		$1K Hold
70
– – ﹤0.01% 4720
2017
Q1 		$1K Hold
70
– – ﹤0.01% 4618
2016
Q4 		$1K Hold
70
– – ﹤0.01% 4433
2016
Q3 		$1K Hold
70
– – ﹤0.01% 4397
2016
Q2 		$1K Buy
+70
New +$1.02K ﹤0.01% 4308

Other funds holding BWL.A

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Advisor Group's BWL.A Position: Q3 2017 in Review

Advisor Group sold out of Bowl America Incorporated (BWL.A) in Q3 2017, closing a stake of 70 shares — an estimated $1K sold.

Advisor Group first reported a position in BWL.A in Q2 2016 and held it in 5 quarters. The position peaked at $1K in Q2 2017. 11 funds tracked by Wall St. Rank hold BWL.A as of Q3 2017.

  • Advisor Group reported no remaining Bowl America Incorporated position as of Q3 2017 after selling out during the quarter.
  • Advisor Group sold 70 Bowl America Incorporated shares in Q3 2017, an estimated $1K.
  • Advisor Group first reported a position in Bowl America Incorporated in Q2 2016 and held it in 5 quarters.
  • Advisor Group's Bowl America Incorporated position peaked at $1K in Q2 2017.
  • 11 funds tracked by Wall St. Rank held Bowl America Incorporated as of Q3 2017.

Based on Advisor Group's 13F filing for Q3 2017, filed 6 Nov 2017.