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BerganKDV Wealth Management’s Ballard Power Systems BLDP Stock Holding History

BerganKDV Wealth Management’s Portfolio BLDP Stock Details BLDP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-40
Closed – – 734
2019
Q1 		$0 Hold
40
– – ﹤0.01% 729
2018
Q4 		$0 Hold
40
– – ﹤0.01% 695
2018
Q3 		$0 Buy
+40
New +$132 ﹤0.01% 617

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Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
HIM
Herald Investment Management London, United Kingdom $737M AUM 158.15% 1-Year Est. Return
Swiss National Bank
Swiss National Bank Zurich, Switzerland $191B AUM 45.21% 1-Year Est. Return
CA
Commerzbank Aktiengesellschaft Frankfurt, Germany $5B AUM 26.58% 1-Year Est. Return
EAM
Erste Asset Management Vienna, Austria $12.9B AUM 52.69% 1-Year Est. Return
AA
ALPS Advisors Denver, Colorado $21.3B AUM 23.41% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

BerganKDV Wealth Management's BLDP Position: Q2 2019 in Review

BerganKDV Wealth Management sold out of Ballard Power Systems (BLDP) in Q2 2019, closing a stake of 40 shares.

BerganKDV Wealth Management first reported a position in BLDP in Q3 2018 and held it in 3 quarters. The position peaked at $0 in Q1 2019. 88 funds tracked by Wall St. Rank hold BLDP as of Q2 2019.

  • BerganKDV Wealth Management reported no remaining Ballard Power Systems position as of Q2 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 40 Ballard Power Systems shares in Q2 2019.
  • BerganKDV Wealth Management first reported a position in Ballard Power Systems in Q3 2018 and held it in 3 quarters.
  • BerganKDV Wealth Management's Ballard Power Systems position peaked at $0 in Q1 2019.
  • 88 funds tracked by Wall St. Rank held Ballard Power Systems as of Q2 2019.

Based on BerganKDV Wealth Management's 13F filing for Q2 2019, filed 12 Aug 2019.