BDO Wealth Advisors’s PBF LOGISTICS LP PBFX Stock Holding History

BDO Wealth Advisors’s Portfolio PBFX Stock Details PBFX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,000	Closed	-$9K	–	1291
2020 Q4	$9K	Hold	1,000	–	–	﹤0.01%	565
2020 Q3	$8K	Hold	1,000	–	–	﹤0.01%	514
2020 Q2	$10K	Hold	1,000	–	–	﹤0.01%	507
2020 Q1	$7K	Hold	1,000	–	–	﹤0.01%	587
2019 Q4	$20K	Hold	1,000	–	–	0.01%	391
2019 Q3	$21K	Hold	1,000	–	–	0.01%	399
2019 Q2	$21K	Buy	+1,000	New	+$20.7K	0.01%	390

Other funds holding PBFX

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

AAMU

Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

CIBC Private Wealth Group Atlanta, Georgia $59.2B AUM 20.62% 1-Year Est. Return

BDO Wealth Advisors's PBFX Position: Q1 2021 in Review

BDO Wealth Advisors sold out of PBF LOGISTICS LP (PBFX) in Q1 2021, closing a stake of 1,000 shares — an estimated $9K sold.

BDO Wealth Advisors first reported a position in PBFX in Q2 2019 and held it in 7 quarters. The position peaked at $21K in Q3 2019. 42 funds tracked by Wall St. Rank hold PBFX as of Q1 2021.

BDO Wealth Advisors reported no remaining PBF LOGISTICS LP position as of Q1 2021 after selling out during the quarter.
BDO Wealth Advisors sold 1,000 PBF LOGISTICS LP shares in Q1 2021, an estimated $9K.
BDO Wealth Advisors first reported a position in PBF LOGISTICS LP in Q2 2019 and held it in 7 quarters.
BDO Wealth Advisors's PBF LOGISTICS LP position peaked at $21K in Q3 2019.
42 funds tracked by Wall St. Rank held PBF LOGISTICS LP as of Q1 2021.

Based on BDO Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.