BOPW
P

Brandywine Oak Private Wealth’s Everpure Inc P Stock Holding History

Brandywine Oak Private Wealth’s Portfolio P Stock Details P Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5,753
Closed -$94K – 519
2018
Q4 		$94K Buy
+5,753
New +$113K 0.02% 290

Other funds holding P

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

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

Brandywine Oak Private Wealth sold out of Everpure Inc (P) in Q1 2019, closing a stake of 5,753 shares — an estimated $94K sold.

Brandywine Oak Private Wealth first reported a position in P in Q4 2018 and held it in 1 quarter. The position peaked at $94K in Q4 2018. 241 funds tracked by Wall St. Rank hold P as of Q1 2019.

  • Brandywine Oak Private Wealth reported no remaining Everpure Inc position as of Q1 2019 after selling out during the quarter.
  • Brandywine Oak Private Wealth sold 5,753 Everpure Inc shares in Q1 2019, an estimated $94K.
  • Brandywine Oak Private Wealth first reported a position in Everpure Inc in Q4 2018 and held it in 1 quarter.
  • Brandywine Oak Private Wealth's Everpure Inc position peaked at $94K in Q4 2018.
  • 241 funds tracked by Wall St. Rank held Everpure Inc as of Q1 2019.

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