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BFEC
Benjamin F. Edwards & Company’s
Carriage Services
CSV
Stock Holding History
Benjamin F. Edwards & Company’s Portfolio
CSV Stock Details
CSV Fund Activity
Bought
Maintained
Sold
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2021
Q4
–
Sell
-16,532
Closed
-$737K
–
1715
2021
Q3
$737K
Buy
+16,532
New
+$669K
0.04%
387
2019
Q3
–
Sell
-130
Closed
-$2K
–
1849
2019
Q2
$2K
Hold
130
–
–
﹤0.01%
1784
2019
Q1
$3K
Hold
130
–
–
﹤0.01%
1560
2018
Q4
$2K
Hold
130
–
–
﹤0.01%
1591
2018
Q3
$3K
Hold
130
–
–
﹤0.01%
1473
2018
Q2
$3K
Hold
130
–
–
﹤0.01%
1470
2018
Q1
$4K
Hold
130
–
–
﹤0.01%
1437
2017
Q4
$3K
Hold
130
–
–
﹤0.01%
1428
2017
Q3
$3K
Hold
130
–
–
﹤0.01%
1388
2017
Q2
$4K
Hold
130
–
–
﹤0.01%
1271
2017
Q1
$4K
Buy
+130
New
+$3.48K
﹤0.01%
1191
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$4.72B AUM
36.69%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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