AE Wealth Management’s Brunswick BC Stock Holding History

AE Wealth Management’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	–	Sell	-7,374	Closed	-$735K	–	1630
2021 Q2	$735K	Buy	7,374 +1,565	+27%	+$159K	0.01%	959
2021 Q1	$554K	Sell	5,809 -3,917	-40%	-$359K	0.01%	981
2020 Q4	$742K	Sell	9,726 -1,784	-15%	-$126K	0.01%	810
2020 Q3	$678K	Buy	+11,510	New	+$734K	0.01%	752

Other funds holding BC

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

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AE Wealth Management's BC Position: Q3 2021 in Review

AE Wealth Management sold out of Brunswick (BC) in Q3 2021, closing a stake of 7,374 shares — an estimated $735K sold.

AE Wealth Management first reported a position in BC in Q3 2020 and held it in 4 quarters. The position peaked at $742K in Q4 2020. 418 funds tracked by Wall St. Rank hold BC as of Q3 2021.

AE Wealth Management reported no remaining Brunswick position as of Q3 2021 after selling out during the quarter.
AE Wealth Management sold 7,374 Brunswick shares in Q3 2021, an estimated $735K.
AE Wealth Management first reported a position in Brunswick in Q3 2020 and held it in 4 quarters.
AE Wealth Management's Brunswick position peaked at $742K in Q4 2020.
418 funds tracked by Wall St. Rank held Brunswick as of Q3 2021.

Based on AE Wealth Management's 13F filing for Q3 2021, filed 1 Nov 2021.