BCA
PLUS icon

Berman Capital Advisors’s ePlus PLUS Stock Holding History

Berman Capital Advisors’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q3 		$0 Hold
16
– – ﹤0.01% 2176
2021
Q2 		$0 Hold
16
– – ﹤0.01% 2002
2021
Q1 		$0 Hold
16
– – ﹤0.01% 1866
2020
Q4 		$0 Buy
+16
New +$640 ﹤0.01% 1792

Other funds holding PLUS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RRAM
River Road Asset Management Louisville, Kentucky $8.99B AUM 12.83% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.71B AUM 6.32% 1-Year Est. Return
WCM Investment Management
WCM Investment Management Laguna Beach, California $43.8B AUM 42.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
AC
AltraVue Capital Bellevue, Washington $1.16B AUM 46.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Berman Capital Advisors held its ePlus (PLUS) position steady in Q3 2021 at 16 shares worth $0. The position accounts for ﹤0.01% of the portfolio, ranked #2176.

Berman Capital Advisors first reported a position in PLUS in Q4 2020 and has held it in 4 quarters since. 170 funds tracked by Wall St. Rank hold PLUS as of Q3 2021.

  • Berman Capital Advisors held 16 shares of ePlus worth $0 as of Q3 2021.
  • Berman Capital Advisors left its ePlus share count unchanged in Q3 2021.
  • ePlus made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #2176 holding.
  • Berman Capital Advisors first reported a position in ePlus in Q4 2020 and has held it in 4 quarters since.
  • 170 funds tracked by Wall St. Rank held ePlus as of Q3 2021.

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