BOPW
BCPC

Brandywine Oak Private Wealth’s Balchem Corp BCPC Stock Holding History

Brandywine Oak Private Wealth’s Portfolio BCPC Stock Details BCPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-1,229
Closed -$96K – 663
2018
Q4 		$96K Buy
+1,229
New +$111K 0.02% 283

Other funds holding BCPC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
CCA
Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
FAM
Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Brandywine Oak Private Wealth's BCPC Position: Q1 2019 in Review

Brandywine Oak Private Wealth sold out of Balchem Corp (BCPC) in Q1 2019, closing a stake of 1,229 shares — an estimated $96K sold.

Brandywine Oak Private Wealth first reported a position in BCPC in Q4 2018 and held it in 1 quarter. The position peaked at $96K in Q4 2018. 243 funds tracked by Wall St. Rank hold BCPC as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Balchem Corp position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 1,229 Balchem Corp shares in Q1 2019, an estimated $96K.
  • Brandywine Oak Private Wealth first reported a position in Balchem Corp in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Balchem Corp position peaked at $96K in Q4 2018.
  • 243 funds tracked by Wall St. Rank held Balchem Corp as of Q1 2019.

Based on Brandywine Oak Private Wealth's 13F filing for Q1 2019, filed 9 May 2019.