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BerganKDV Wealth Management’s Star Bulk Carriers SBLK Stock Holding History

BerganKDV Wealth Management’s Portfolio SBLK Stock Details SBLK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-1
Closed – – 1006
2020
Q3 		$0 Hold
1
– – ﹤0.01% 992
2020
Q2 		$0 Buy
+1
New +$6 ﹤0.01% 1073

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Morgan Stanley
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Arrowstreet Capital
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Skandinaviska Enskilda Banken (SEB)
Skandinaviska Enskilda Banken (SEB) Stockholm, Sweden $4.34B AUM 19.31% 1-Year Est. Return
V
ValueWorks New York $367M AUM 59.38% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.06B AUM 19.83% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

BerganKDV Wealth Management's SBLK Position: Q4 2020 in Review

BerganKDV Wealth Management sold out of Star Bulk Carriers (SBLK) in Q4 2020, closing a stake of 1 share.

BerganKDV Wealth Management first reported a position in SBLK in Q2 2020 and held it in 2 quarters. The position peaked at $0 in Q3 2020. 62 funds tracked by Wall St. Rank hold SBLK as of Q4 2020.

  • BerganKDV Wealth Management reported no remaining Star Bulk Carriers position as of Q4 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 1 Star Bulk Carriers share in Q4 2020.
  • BerganKDV Wealth Management first reported a position in Star Bulk Carriers in Q2 2020 and held it in 2 quarters.
  • BerganKDV Wealth Management's Star Bulk Carriers position peaked at $0 in Q3 2020.
  • 62 funds tracked by Wall St. Rank held Star Bulk Carriers as of Q4 2020.

Based on BerganKDV Wealth Management's 13F filing for Q4 2020, filed 4 Feb 2021.