BWM
SHLD

BerganKDV Wealth Management’s Sears Holding Corporation SHLD Stock Holding History

BerganKDV Wealth Management’s Portfolio SHLD Stock Details SHLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-30
Closed – – 669
2018
Q2 		$0 Buy
+30
New +$88 ﹤0.01% 658

Other funds holding SHLD

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FCM
Fairholme Capital Management South Miami, Florida $1.51B AUM 28.27% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SCM
Saba Capital Management New York $3.62B AUM 13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCP
Cyrus Capital Partners New York $196M AUM 123.68% 1-Year Est. Return
NCM
Nantahala Capital Management New Canaan, Connecticut $2.72B AUM 121.58% 1-Year Est. Return
MC
Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

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

BerganKDV Wealth Management sold out of Sears Holding Corporation (SHLD) in Q3 2018, closing a stake of 30 shares.

BerganKDV Wealth Management first reported a position in SHLD in Q2 2018 and held it in 1 quarter. The position peaked at $0 in Q2 2018. 99 funds tracked by Wall St. Rank hold SHLD as of Q3 2018.

  • BerganKDV Wealth Management reported no remaining Sears Holding Corporation position as of Q3 2018 after selling out during the quarter.
  • BerganKDV Wealth Management sold 30 Sears Holding Corporation shares in Q3 2018.
  • BerganKDV Wealth Management first reported a position in Sears Holding Corporation in Q2 2018 and held it in 1 quarter.
  • BerganKDV Wealth Management's Sears Holding Corporation position peaked at $0 in Q2 2018.
  • 99 funds tracked by Wall St. Rank held Sears Holding Corporation as of Q3 2018.

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