BFM
CFC.PRB.CL

Boston Financial Management’s Countrywide Capital V CFC.PRB.CL Stock Holding History

Boston Financial Management’s Portfolio CFC.PRB.CL Stock Details CFC.PRB.CL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-7,800
Closed -$200K – 275
2017
Q2 		$200K Hold
7,800
– – 0.01% 263
2017
Q1 		$201K Buy
+7,800
New +$200K 0.02% 266

Other funds holding CFC.PRB.CL

PTC
Private Trust Company Cleveland, Ohio $1.25B AUM 29.12% 1-Year Est. Return
NERM
New England Research & Management Chicago, Illinois $257M AUM 25.66% 1-Year Est. Return
RAM
Roanoke Asset Management Jersey City, New Jersey $292M AUM 6.35% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
BRC
Bell Rock Capital Rehoboth Beach, Delaware $81M AUM 9.85% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $22.7B AUM
HCM
Highlander Capital Management Short Hills, New Jersey $292M AUM 22.24% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
JIR
James Investment Research Alpha, Ohio $984M AUM 36.03% 1-Year Est. Return

Boston Financial Management's CFC.PRB.CL Position: Q3 2017 in Review

Boston Financial Management sold out of Countrywide Capital V (CFC.PRB.CL) in Q3 2017, closing a stake of 7,800 shares — an estimated $200K sold.

Boston Financial Management first reported a position in CFC.PRB.CL in Q1 2017 and held it in 2 quarters. The position peaked at $201K in Q1 2017. 9 funds tracked by Wall St. Rank hold CFC.PRB.CL as of Q3 2017.

  • Boston Financial Management reported no remaining Countrywide Capital V position as of Q3 2017 after selling out during the quarter.
  • Boston Financial Management sold 7,800 Countrywide Capital V shares in Q3 2017, an estimated $200K.
  • Boston Financial Management first reported a position in Countrywide Capital V in Q1 2017 and held it in 2 quarters.
  • Boston Financial Management's Countrywide Capital V position peaked at $201K in Q1 2017.
  • 9 funds tracked by Wall St. Rank held Countrywide Capital V as of Q3 2017.

Based on Boston Financial Management's 13F filing for Q3 2017, filed 30 Oct 2017.