BCA
BFS

Berman Capital Advisors’s Saul Centers BFS Stock Holding History

Berman Capital Advisors’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-124
Closed -$6K – 1467
2019
Q4 		$6K Hold
124
– – ﹤0.01% 908
2019
Q3 		$6K Hold
124
– – ﹤0.01% 877
2019
Q2 		$6K Hold
124
– – ﹤0.01% 892
2019
Q1 		$6K Hold
124
– – ﹤0.01% 804
2018
Q4 		$5K Buy
+124
New +$6.35K ﹤0.01% 670

Other funds holding BFS

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Berman Capital Advisors's BFS Position: Q1 2020 in Review

Berman Capital Advisors sold out of Saul Centers (BFS) in Q1 2020, closing a stake of 124 shares — an estimated $6K sold.

Berman Capital Advisors first reported a position in BFS in Q4 2018 and held it in 5 quarters. The position peaked at $6K in Q4 2019. 126 funds tracked by Wall St. Rank hold BFS as of Q1 2020.

  • Berman Capital Advisors reported no remaining Saul Centers position as of Q1 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 124 Saul Centers shares in Q1 2020, an estimated $6K.
  • Berman Capital Advisors first reported a position in Saul Centers in Q4 2018 and held it in 5 quarters.
  • Berman Capital Advisors's Saul Centers position peaked at $6K in Q4 2019.
  • 126 funds tracked by Wall St. Rank held Saul Centers as of Q1 2020.

Based on Berman Capital Advisors's 13F filing for Q1 2020, filed 14 May 2020.