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BerganKDV Wealth Management’s Howmet Aerospace HWM Stock Holding History

BerganKDV Wealth Management’s Portfolio HWM Stock Details HWM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-1,247
Closed -$16K – 633
2018
Q2 		$16K Buy
+1,247
New +$18.5K ﹤0.01% 441

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OAG
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FPA
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State Street
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Harris Associates
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OHCM
Oak Hill Capital Management New York $310M AUM 17.23% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

BerganKDV Wealth Management's HWM Position: Q3 2018 in Review

BerganKDV Wealth Management sold out of Howmet Aerospace (HWM) in Q3 2018, closing a stake of 1,247 shares — an estimated $16K sold.

BerganKDV Wealth Management first reported a position in HWM in Q2 2018 and held it in 1 quarter. The position peaked at $16K in Q2 2018. 509 funds tracked by Wall St. Rank hold HWM as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining Howmet Aerospace position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1,247 Howmet Aerospace shares in Q3 2018, an estimated $16K.
  • BerganKDV Wealth Management first reported a position in Howmet Aerospace in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Howmet Aerospace position peaked at $16K in Q2 2018.
  • 509 funds tracked by Wall St. Rank held Howmet Aerospace as of Q3 2018.

Based on BerganKDV Wealth Management's 13F filing for Q3 2018, filed 9 Nov 2018.