BWM
TST

BerganKDV Wealth Management’s TheStreet, Inc. TST Stock Holding History

BerganKDV Wealth Management’s Portfolio TST Stock Details TST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-75
Closed -$2K – 762
2018
Q4 		$2K Hold
75
– – ﹤0.01% 631
2018
Q3 		$2K Sell
75
-25
-25% -$552 ﹤0.01% 595
2018
Q2 		$2K Buy
+100
New +$1.84K ﹤0.01% 615

Other funds holding TST

CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
PAIM
Punch & Associates Investment Management Edina, Minnesota $1.73B AUM 27.65% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BerganKDV Wealth Management's TST Position: Q1 2019 in Review

BerganKDV Wealth Management sold out of TheStreet, Inc. (TST) in Q1 2019, closing a stake of 75 shares — an estimated $2K sold.

BerganKDV Wealth Management first reported a position in TST in Q2 2018 and held it in 3 quarters. The position peaked at $2K in Q4 2018. 35 funds tracked by Wall St. Rank hold TST as of Q1 2019.

  • BerganKDV Wealth Management reported no remaining TheStreet, Inc. position as of Q1 2019 after selling out during the quarter.
  • BerganKDV Wealth Management sold 75 TheStreet, Inc. shares in Q1 2019, an estimated $2K.
  • BerganKDV Wealth Management first reported a position in TheStreet, Inc. in Q2 2018 and held it in 3 quarters.
  • BerganKDV Wealth Management's TheStreet, Inc. position peaked at $2K in Q4 2018.
  • 35 funds tracked by Wall St. Rank held TheStreet, Inc. as of Q1 2019.

Based on BerganKDV Wealth Management's 13F filing for Q1 2019, filed 9 May 2019.