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Bragg Financial Advisors’s Timken Company TKR Stock Holding History

Bragg Financial Advisors’s Portfolio TKR Stock Details TKR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-27,260
Closed -$1.4M – 272
2019
Q2 		$1.4M Sell
27,260
-66
-0.2% -$3.15K 0.17% 149
2019
Q1 		$1.19M Sell
27,326
-330
-1% -$14K 0.15% 153
2018
Q4 		$1.03M Sell
27,656
-125
-0.4% -$5.06K 0.16% 152
2018
Q3 		$1.39M Buy
27,781
+106
+0.4% +$5K 0.19% 146
2018
Q2 		$1.21M Sell
27,675
-1,000
-3% -$46.6K 0.17% 151
2018
Q1 		$1.31M Hold
28,675
– – 0.19% 146
2017
Q4 		$1.41M Sell
28,675
-600
-2% -$29K 0.2% 140
2017
Q3 		$1.42M Sell
29,275
-40,520
-58% -$1.87M 0.22% 140
2017
Q2 		$3.23M Hold
69,795
– – 0.51% 78
2017
Q1 		$3.15M Buy
69,795
+445
+0.6% +$19.6K 0.51% 82
2016
Q4 		$2.75M Buy
69,350
+1,590
+2% +$59.1K 0.45% 89
2016
Q3 		$2.38M Buy
67,760
+910
+1% +$30K 0.43% 96
2016
Q2 		$2.05M Buy
+66,850
New +$2.24M 0.37% 109

Other funds holding TKR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $24.3B AUM 34.41% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Bragg Financial Advisors's TKR Position: Q3 2019 in Review

Bragg Financial Advisors sold out of Timken Company (TKR) in Q3 2019, closing a stake of 27,260 shares — an estimated $1.4M sold.

Bragg Financial Advisors first reported a position in TKR in Q2 2016 and held it in 13 quarters. The position peaked at $3.23M in Q2 2017. 339 funds tracked by Wall St. Rank hold TKR as of Q3 2019.

  • Bragg Financial Advisors reported no remaining Timken Company position as of Q3 2019 after selling out during the quarter.
  • Bragg Financial Advisors sold 27,260 Timken Company shares in Q3 2019, an estimated $1.4M.
  • Bragg Financial Advisors first reported a position in Timken Company in Q2 2016 and held it in 13 quarters.
  • Bragg Financial Advisors's Timken Company position peaked at $3.23M in Q2 2017.
  • 339 funds tracked by Wall St. Rank held Timken Company as of Q3 2019.

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