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Berman Capital Advisors’s Information Services Group III Stock Holding History

Berman Capital Advisors’s Portfolio III Stock Details III Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-752
Closed -$1K – 1680
2020
Q2 		$1K Buy
+752
New +$1.61K ﹤0.01% 1435

Other funds holding III

PCMF
Private Capital Management (Florida) Naples, Florida $1.14B AUM 34.86% 1-Year Est. Return
LW
LLR Walnut Philadelphia, Pennsylvania $10M AUM 71.21% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $38.4B AUM 25.71% 1-Year Est. Return
AWW
Alan W. Weber $336M AUM 75.94% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bridgeway Capital Management
Bridgeway Capital Management Houston, Texas $5.69B AUM 60.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Berman Capital Advisors's III Position: Q3 2020 in Review

Berman Capital Advisors sold out of Information Services Group (III) in Q3 2020, closing a stake of 752 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in III in Q2 2020 and held it in 1 quarter. The position peaked at $1K in Q2 2020. 65 funds tracked by Wall St. Rank hold III as of Q3 2020.

  • Berman Capital Advisors reported no remaining Information Services Group position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 752 Information Services Group shares in Q3 2020, an estimated $1K.
  • Berman Capital Advisors first reported a position in Information Services Group in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Information Services Group position peaked at $1K in Q2 2020.
  • 65 funds tracked by Wall St. Rank held Information Services Group as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.