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Andesa Financial Management’s BGC Group BGC Stock Holding History

Andesa Financial Management’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
Q4 		– Sell
-11,194
Closed -$61K – 101
2019
Q3 		$61K Buy
+11,194
New +$59.9K 0.06% 102
2019
Q2 		– Sell
-100,940
Closed -$540K – 113
2019
Q1 		$540K Buy
100,940
+68,022
+207% +$405K 0.27% 76
2018
Q4 		$170K Buy
+32,918
New +$217K 0.2% 92

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 $204B AUM 27.99% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Andesa Financial Management's BGC Position: Q4 2019 in Review

Andesa Financial Management sold out of BGC Group (BGC) in Q4 2019, closing a stake of 11,194 shares — an estimated $61K sold.

Andesa Financial Management first reported a position in BGC in Q4 2018 and held it in 3 quarters. The position peaked at $540K in Q1 2019. 237 funds tracked by Wall St. Rank hold BGC as of Q4 2019.

  • Andesa Financial Management reported no remaining BGC Group position as of Q4 2019 after selling out during the quarter.
  • Andesa Financial Management sold 11,194 BGC Group shares in Q4 2019, an estimated $61K.
  • Andesa Financial Management first reported a position in BGC Group in Q4 2018 and held it in 3 quarters.
  • Andesa Financial Management's BGC Group position peaked at $540K in Q1 2019.
  • 237 funds tracked by Wall St. Rank held BGC Group as of Q4 2019.

Based on Andesa Financial Management's 13F filing for Q4 2019, filed 31 Jan 2020.