Berman Capital Advisors’s FBL Financial Group FFG Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q2
Sell
-130
Closed -$7K 2109
2021
Q1
$7K Hold
130
﹤0.01% 1188
2020
Q4
$6K Buy
130
+1
+0.8% +$51 ﹤0.01% 1114
2020
Q3
$6K Sell
129
-30
-19% -$1.2K ﹤0.01% 1007
2020
Q2
$5K Buy
159
+100
+169% +$3.67K ﹤0.01% 1017
2020
Q1
$2K Buy
+59
New +$2.99K ﹤0.01% 1218

Berman Capital Advisors's FFG Position: Q2 2021 in Review

Berman Capital Advisors sold out of FBL Financial Group (FFG) in Q2 2021, closing a stake of 130 shares — an estimated $7K sold.

Berman Capital Advisors first reported a position in FFG in Q1 2020 and held it in 5 quarters. The position peaked at $7K in Q1 2021. 0 funds tracked by Wall St. Rank hold FFG as of Q2 2021.

  • Berman Capital Advisors reported no remaining FBL Financial Group position as of Q2 2021 after selling out during the quarter.
  • Berman Capital Advisors sold 130 FBL Financial Group shares in Q2 2021, an estimated $7K.
  • Berman Capital Advisors first reported a position in FBL Financial Group in Q1 2020 and held it in 5 quarters.
  • Berman Capital Advisors's FBL Financial Group position peaked at $7K in Q1 2021.
  • 0 funds tracked by Wall St. Rank held FBL Financial Group as of Q2 2021.

Based on Berman Capital Advisors's 13F filing for Q2 2021, filed 11 Aug 2021.