Bedel Financial Consulting’s Bread Financial BFH Stock Holding History

Bedel Financial Consulting’s Portfolio BFH Stock Details BFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-98	Closed	-$9K	–	815
2019 Q4	$9K	Hold	98	–	–	0.01%	519
2019 Q3	$10K	Buy	98 +2	+2%	+$225	0.01%	483
2019 Q2	$11K	Hold	96	–	–	0.01%	477
2019 Q1	$13K	Hold	96	–	–	0.01%	448
2018 Q4	$12K	Buy	96 +1	+1%	+$157	0.01%	426
2018 Q3	$16K	Hold	95	–	–	0.01%	403
2018 Q2	$18K	Hold	95	–	–	0.01%	389
2018 Q1	$16K	Buy	+95	New	+$18.6K	0.01%	412

Other funds holding BFH

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return

LAM

Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return

TCAM

Turtle Creek Asset Management Toronto, Ontario, Canada $2.67B AUM 0.64% 1-Year Est. Return

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

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

Bedel Financial Consulting's BFH Position: Q1 2020 in Review

Bedel Financial Consulting sold out of Bread Financial (BFH) in Q1 2020, closing a stake of 98 shares — an estimated $9K sold.

Bedel Financial Consulting first reported a position in BFH in Q1 2018 and held it in 8 quarters. The position peaked at $18K in Q2 2018. 329 funds tracked by Wall St. Rank hold BFH as of Q1 2020.

Bedel Financial Consulting reported no remaining Bread Financial position as of Q1 2020 after selling out during the quarter.
Bedel Financial Consulting sold 98 Bread Financial shares in Q1 2020, an estimated $9K.
Bedel Financial Consulting first reported a position in Bread Financial in Q1 2018 and held it in 8 quarters.
Bedel Financial Consulting's Bread Financial position peaked at $18K in Q2 2018.
329 funds tracked by Wall St. Rank held Bread Financial as of Q1 2020.

Based on Bedel Financial Consulting's 13F filing for Q1 2020, filed 6 May 2020.