AWE
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Avidian Wealth Enterprises’s Bread Financial BFH Stock Holding History

Avidian Wealth Enterprises’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-3,097
Closed -$565K – 87
2016
Q4 		$565K Buy
+3,097
New +$539K 0.25% 32

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Edgewood Management
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WRF
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American Century Companies
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Avidian Wealth Enterprises's BFH Position: Q1 2017 in Review

Avidian Wealth Enterprises sold out of Bread Financial (BFH) in Q1 2017, closing a stake of 3,097 shares — an estimated $565K sold.

Avidian Wealth Enterprises first reported a position in BFH in Q4 2016 and held it in 1 quarter. The position peaked at $565K in Q4 2016. 501 funds tracked by Wall St. Rank hold BFH as of Q1 2017.

  • Avidian Wealth Enterprises reported no remaining Bread Financial position as of Q1 2017 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 3,097 Bread Financial shares in Q1 2017, an estimated $565K.
  • Avidian Wealth Enterprises first reported a position in Bread Financial in Q4 2016 and held it in 1 quarter.
  • Avidian Wealth Enterprises's Bread Financial position peaked at $565K in Q4 2016.
  • 501 funds tracked by Wall St. Rank held Bread Financial as of Q1 2017.

Based on Avidian Wealth Enterprises's 13F filing for Q1 2017, filed 15 May 2017.