BWA
LOAN

BDO Wealth Advisors’s Manhattan Bridge Capital LOAN Stock Holding History

BDO Wealth Advisors’s Portfolio LOAN Stock Details LOAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,300,000
Closed -$2.3M – 645
2018
Q2 		$2.3M Hold
2,300,000
– – 0.78% 27
2018
Q1 		$2.3M Buy
+2,300,000
New +$14.2M 0.86% 22

Other funds holding LOAN

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
CPA
Capital Planning Advisors Roseville, California $692M AUM 21.81% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return
BRWA
B. Riley Wealth Advisors Boca Raton, Florida $1.87B AUM 37.01% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

BDO Wealth Advisors's LOAN Position: Q3 2018 in Review

BDO Wealth Advisors sold out of Manhattan Bridge Capital (LOAN) in Q3 2018, closing a stake of 2,300,000 shares — an estimated $2.3M sold.

BDO Wealth Advisors first reported a position in LOAN in Q1 2018 and held it in 2 quarters. The position peaked at $2.3M in Q2 2018. 27 funds tracked by Wall St. Rank hold LOAN as of Q3 2018.

  • BDO Wealth Advisors reported no remaining Manhattan Bridge Capital position as of Q3 2018 after selling out during the quarter.
  • BDO Wealth Advisors sold 2,300,000 Manhattan Bridge Capital shares in Q3 2018, an estimated $2.3M.
  • BDO Wealth Advisors first reported a position in Manhattan Bridge Capital in Q1 2018 and held it in 2 quarters.
  • BDO Wealth Advisors's Manhattan Bridge Capital position peaked at $2.3M in Q2 2018.
  • 27 funds tracked by Wall St. Rank held Manhattan Bridge Capital as of Q3 2018.

Based on BDO Wealth Advisors's 13F filing for Q3 2018, filed 7 Nov 2018.