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Bell & Brown Wealth Advisors’s Deere & Co DE Stock Holding History

Bell & Brown Wealth Advisors’s Portfolio DE Stock Details DE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-3,439
Closed -$538K – 87
2017
Q4 		$538K Buy
+3,439
New +$481K 0.56% 64

Other funds holding DE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Loomis, Sayles & Company
Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
First Eagle Investment Management
First Eagle Investment Management New York $59B AUM 32.99% 1-Year Est. Return

Bell & Brown Wealth Advisors's DE Position: Q1 2018 in Review

Bell & Brown Wealth Advisors sold out of Deere & Co (DE) in Q1 2018, closing a stake of 3,439 shares — an estimated $538K sold.

Bell & Brown Wealth Advisors first reported a position in DE in Q4 2017 and held it in 1 quarter. The position peaked at $538K in Q4 2017. 1,190 funds tracked by Wall St. Rank hold DE as of Q1 2018.

  • Bell & Brown Wealth Advisors reported no remaining Deere & Co position as of Q1 2018 after selling out during the quarter.
  • Bell & Brown Wealth Advisors sold 3,439 Deere & Co shares in Q1 2018, an estimated $538K.
  • Bell & Brown Wealth Advisors first reported a position in Deere & Co in Q4 2017 and held it in 1 quarter.
  • Bell & Brown Wealth Advisors's Deere & Co position peaked at $538K in Q4 2017.
  • 1,190 funds tracked by Wall St. Rank held Deere & Co as of Q1 2018.

Based on Bell & Brown Wealth Advisors's 13F filing for Q1 2018, filed 2 May 2018.