Berman Capital Advisors’s WageWorks, Inc. WAGE Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q3
Sell
-35
Closed -$1K 1672
2019
Q2
$1K Hold
35
﹤0.01% 1441
2019
Q1
$1K Buy
+35
New +$1.14K ﹤0.01% 1321

Other funds holding WAGE

Berman Capital Advisors's WAGE Position: Q3 2019 in Review

Berman Capital Advisors sold out of WageWorks, Inc. (WAGE) in Q3 2019, closing a stake of 35 shares — an estimated $1K sold.

Berman Capital Advisors first reported a position in WAGE in Q1 2019 and held it in 2 quarters. The position peaked at $1K in Q2 2019. 1 fund tracked by Wall St. Rank holds WAGE as of Q3 2019.

  • Berman Capital Advisors reported no remaining WageWorks, Inc. position as of Q3 2019 after selling out during the quarter.
  • Berman Capital Advisors sold 35 WageWorks, Inc. shares in Q3 2019, an estimated $1K.
  • Berman Capital Advisors first reported a position in WageWorks, Inc. in Q1 2019 and held it in 2 quarters.
  • Berman Capital Advisors's WageWorks, Inc. position peaked at $1K in Q2 2019.
  • 1 fund tracked by Wall St. Rank held WageWorks, Inc. as of Q3 2019.

Based on Berman Capital Advisors's 13F filing for Q3 2019, filed 14 Nov 2019.