BWM
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BerganKDV Wealth Management’s H.B. Fuller FUL Stock Holding History

BerganKDV Wealth Management’s Portfolio FUL Stock Details FUL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,000
Closed -$146K – 745
2019
Q1 		$146K Buy
+3,000
New +$144K 0.03% 234

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MPI
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Dimensional Fund Advisors
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SAM
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Principal Financial Group
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CIP
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Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of H.B. Fuller (FUL) in Q2 2019, closing a stake of 3,000 shares — an estimated $146K sold.

BerganKDV Wealth Management first reported a position in FUL in Q1 2019 and held it in 1 quarter. The position peaked at $146K in Q1 2019. 210 funds tracked by Wall St. Rank hold FUL as of Q2 2019.

  • BerganKDV Wealth Management reported no remaining H.B. Fuller position as of Q2 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 3,000 H.B. Fuller shares in Q2 2019, an estimated $146K.
  • BerganKDV Wealth Management first reported a position in H.B. Fuller in Q1 2019 and held it in 1 quarter.
  • BerganKDV Wealth Management's H.B. Fuller position peaked at $146K in Q1 2019.
  • 210 funds tracked by Wall St. Rank held H.B. Fuller as of Q2 2019.

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