AWA
BGC icon

AmeriServ Wealth Advisors’s BGC Group BGC Stock Holding History

AmeriServ Wealth Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-10,000
Closed -$52K – 69
2018
Q4 		$52K Sell
10,000
-5,550
-36% -$36.6K 0.13% 64
2018
Q3 		$118K Hold
15,550
– – 0.15% 72
2018
Q2 		$113K Hold
15,550
– – 0.15% 71
2018
Q1 		$135K Hold
15,550
– – 0.15% 73
2017
Q4 		$163K Buy
+15,550
New +$157K 0.16% 69
2016
Q4 		– Sell
-15,550
Closed -$88K – 35
2016
Q3 		$88K Buy
+15,550
New +$88.8K 0.11% 73

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return