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Berman Capital Advisors’s Brunswick BC Stock Holding History

Berman Capital Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$315K Buy
3,316
+3,286
+10,953% +$327K 0.05% 192
2021
Q2 		$3K Hold
30
– – ﹤0.01% 1456
2021
Q1 		$2K Sell
30
-5
-14% -$458 ﹤0.01% 1476
2020
Q4 		$2K Hold
35
– – ﹤0.01% 1372
2020
Q3 		$2K Hold
35
– – ﹤0.01% 1258
2020
Q2 		$2K Buy
35
+20
+133% +$997 ﹤0.01% 1238
2020
Q1 		$0 Buy
+15
New +$796 ﹤0.01% 1465
2019
Q2 		– Sell
-21
Closed -$1K – 1468
2019
Q1 		$1K Buy
+21
New +$1.06K ﹤0.01% 1180

Other funds holding BC

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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Berman Capital Advisors's BC Position: Q3 2021 in Review

Berman Capital Advisors increased its Brunswick (BC) stake by 10,953% in Q3 2021, buying an estimated $327K and bringing the position to 3,316 shares worth $315K. The position accounts for 0.05% of the portfolio, ranked #192.

Berman Capital Advisors first reported a position in BC in Q1 2019 and has held it in 8 quarters since. 418 funds tracked by Wall St. Rank hold BC as of Q3 2021.

  • Berman Capital Advisors held 3,316 shares of Brunswick worth $315K as of Q3 2021.
  • Berman Capital Advisors bought 3,286 Brunswick shares in Q3 2021, an estimated $327K.
  • Brunswick made up 0.05% of Berman Capital Advisors's portfolio in Q3 2021, its #192 holding.
  • Berman Capital Advisors first reported a position in Brunswick in Q1 2019 and has held it in 8 quarters since.
  • 418 funds tracked by Wall St. Rank held Brunswick as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.