BWM
YELL

BerganKDV Wealth Management’s Yellow Corporation Common Stock YELL Stock Holding History

BerganKDV Wealth Management’s Portfolio YELL Stock Details YELL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,000
Closed -$9K – 1047
2020
Q2 		$9K Buy
+5,000
New +$8.15K ﹤0.01% 560

Other funds holding YELL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
FSCM
Front Street Capital Management Missoula, Montana $754M AUM 73.72% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
RA
Rovida Advisors Fort Lauderdale, Florida $116M AUM 12.52% 1-Year Est. Return

BerganKDV Wealth Management's YELL Position: Q3 2020 in Review

BerganKDV Wealth Management sold out of Yellow Corporation Common Stock (YELL) in Q3 2020, closing a stake of 5,000 shares — an estimated $9K sold.

BerganKDV Wealth Management first reported a position in YELL in Q2 2020 and held it in 1 quarter. The position peaked at $9K in Q2 2020. 83 funds tracked by Wall St. Rank hold YELL as of Q3 2020.

  • BerganKDV Wealth Management reported no remaining Yellow Corporation Common Stock position as of Q3 2020 after selling out during the quarter.
  • BerganKDV Wealth Management sold 5,000 Yellow Corporation Common Stock shares in Q3 2020, an estimated $9K.
  • BerganKDV Wealth Management first reported a position in Yellow Corporation Common Stock in Q2 2020 and held it in 1 quarter.
  • BerganKDV Wealth Management's Yellow Corporation Common Stock position peaked at $9K in Q2 2020.
  • 83 funds tracked by Wall St. Rank held Yellow Corporation Common Stock as of Q3 2020.

Based on BerganKDV Wealth Management's 13F filing for Q3 2020, filed 5 Nov 2020.