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Beacon Harbor Wealth Advisors’s SLM Corp SLM Stock Holding History

Beacon Harbor Wealth Advisors’s Portfolio SLM Stock Details SLM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-140,778
Closed -$1.37M – 63
2019
Q2 		$1.37M Buy
+140,778
New +$1.39M 1.25% 33

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BlackRock
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VH
ValueAct Holdings San Francisco, California $5.71B AUM 7.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Beacon Harbor Wealth Advisors's SLM Position: Q3 2019 in Review

Beacon Harbor Wealth Advisors sold out of SLM Corp (SLM) in Q3 2019, closing a stake of 140,778 shares — an estimated $1.37M sold.

Beacon Harbor Wealth Advisors first reported a position in SLM in Q2 2019 and held it in 1 quarter. The position peaked at $1.37M in Q2 2019. 293 funds tracked by Wall St. Rank hold SLM as of Q3 2019.

  • Beacon Harbor Wealth Advisors reported no remaining SLM Corp position as of Q3 2019 after selling out during the quarter.
  • Beacon Harbor Wealth Advisors sold 140,778 SLM Corp shares in Q3 2019, an estimated $1.37M.
  • Beacon Harbor Wealth Advisors first reported a position in SLM Corp in Q2 2019 and held it in 1 quarter.
  • Beacon Harbor Wealth Advisors's SLM Corp position peaked at $1.37M in Q2 2019.
  • 293 funds tracked by Wall St. Rank held SLM Corp as of Q3 2019.

Based on Beacon Harbor Wealth Advisors's 13F filing for Q3 2019, filed 17 Oct 2019.