AWA
BG icon

Arete Wealth Advisors’s Bunge Global BG Stock Holding History

Arete Wealth Advisors’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-4,964
Closed -$346K – 365
2018
Q2 		$346K Sell
4,964
-225
-4% -$16.1K 0.08% 248
2018
Q1 		$384K Sell
5,189
-89
-2% -$6.72K 0.13% 203
2017
Q4 		$354K Sell
5,278
-100
-2% -$6.8K 0.12% 213
2017
Q3 		$374K Sell
5,378
-533
-9% -$40.4K 0.15% 188
2017
Q2 		$441K Buy
+5,911
New +$450K 0.2% 140

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Arete Wealth Advisors's BG Position: Q3 2018 in Review

Arete Wealth Advisors sold out of Bunge Global (BG) in Q3 2018, closing a stake of 4,964 shares — an estimated $346K sold.

Arete Wealth Advisors first reported a position in BG in Q2 2017 and held it in 5 quarters. The position peaked at $441K in Q2 2017. 374 funds tracked by Wall St. Rank hold BG as of Q3 2018.

  • Arete Wealth Advisors reported no remaining Bunge Global position as of Q3 2018 after selling out during the quarter.
  • Arete Wealth Advisors sold 4,964 Bunge Global shares in Q3 2018, an estimated $346K.
  • Arete Wealth Advisors first reported a position in Bunge Global in Q2 2017 and held it in 5 quarters.
  • Arete Wealth Advisors's Bunge Global position peaked at $441K in Q2 2017.
  • 374 funds tracked by Wall St. Rank held Bunge Global as of Q3 2018.

Based on Arete Wealth Advisors's 13F filing for Q3 2018, filed 14 Nov 2018.