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BDO Wealth Advisors’s EastGroup Properties EGP Stock Holding History

BDO Wealth Advisors’s Portfolio EGP Stock Details EGP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-40
Closed -$5K – 761
2019
Q4 		$5K Hold
40
– – ﹤0.01% 483
2019
Q3 		$5K Hold
40
– – ﹤0.01% 497
2019
Q2 		$5K Hold
40
– – ﹤0.01% 491
2019
Q1 		$4K Buy
+40
New +$4.15K ﹤0.01% 493

Other funds holding EGP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

BDO Wealth Advisors's EGP Position: Q1 2020 in Review

BDO Wealth Advisors sold out of EastGroup Properties (EGP) in Q1 2020, closing a stake of 40 shares — an estimated $5K sold.

BDO Wealth Advisors first reported a position in EGP in Q1 2019 and held it in 4 quarters. The position peaked at $5K in Q4 2019. 277 funds tracked by Wall St. Rank hold EGP as of Q1 2020.

  • BDO Wealth Advisors reported no remaining EastGroup Properties position as of Q1 2020 after selling out during the quarter.
  • BDO Wealth Advisors sold 40 EastGroup Properties shares in Q1 2020, an estimated $5K.
  • BDO Wealth Advisors first reported a position in EastGroup Properties in Q1 2019 and held it in 4 quarters.
  • BDO Wealth Advisors's EastGroup Properties position peaked at $5K in Q4 2019.
  • 277 funds tracked by Wall St. Rank held EastGroup Properties as of Q1 2020.

Based on BDO Wealth Advisors's 13F filing for Q1 2020, filed 15 May 2020.