BFG
CBM

Beacon Financial Group’s Cambrex Corporation CBM Stock Holding History

Beacon Financial Group’s Portfolio CBM Stock Details CBM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-5,223
Closed -$287K – 190
2017
Q3 		$287K Sell
5,223
-1,303
-20% -$71.7K 0.05% 168
2017
Q2 		$391K Buy
6,526
+875
+15% +$49.2K 0.07% 142
2017
Q1 		$300K Sell
5,651
-581
-9% -$31K 0.06% 163
2016
Q4 		$336K Buy
+6,232
New +$299K 0.07% 155

Other funds holding CBM

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
CAM
Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Brown Advisory
Brown Advisory Baltimore, Maryland $60.9B AUM 15.24% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Beacon Financial Group's CBM Position: Q4 2017 in Review

Beacon Financial Group sold out of Cambrex Corporation (CBM) in Q4 2017, closing a stake of 5,223 shares — an estimated $287K sold.

Beacon Financial Group first reported a position in CBM in Q4 2016 and held it in 4 quarters. The position peaked at $391K in Q2 2017. 263 funds tracked by Wall St. Rank hold CBM as of Q4 2017.

  • Beacon Financial Group reported no remaining Cambrex Corporation position as of Q4 2017 after selling out during the quarter.
  • Beacon Financial Group sold 5,223 Cambrex Corporation shares in Q4 2017, an estimated $287K.
  • Beacon Financial Group first reported a position in Cambrex Corporation in Q4 2016 and held it in 4 quarters.
  • Beacon Financial Group's Cambrex Corporation position peaked at $391K in Q2 2017.
  • 263 funds tracked by Wall St. Rank held Cambrex Corporation as of Q4 2017.

Based on Beacon Financial Group's 13F filing for Q4 2017, filed 3 Jan 2018.