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Braun-Bostich & Associates’s Cracker Barrel CBRL Stock Holding History

Braun-Bostich & Associates’s Portfolio CBRL Stock Details CBRL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-342
Closed -$54K – 321
2017
Q4 		$54K Buy
+342
New +$53.7K 0.05% 172

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Ameriprise
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Braun-Bostich & Associates's CBRL Position: Q1 2018 in Review

Braun-Bostich & Associates sold out of Cracker Barrel (CBRL) in Q1 2018, closing a stake of 342 shares — an estimated $54K sold.

Braun-Bostich & Associates first reported a position in CBRL in Q4 2017 and held it in 1 quarter. The position peaked at $54K in Q4 2017. 360 funds tracked by Wall St. Rank hold CBRL as of Q1 2018.

  • Braun-Bostich & Associates reported no remaining Cracker Barrel position as of Q1 2018 after selling out during the quarter.
  • Braun-Bostich & Associates sold 342 Cracker Barrel shares in Q1 2018, an estimated $54K.
  • Braun-Bostich & Associates first reported a position in Cracker Barrel in Q4 2017 and held it in 1 quarter.
  • Braun-Bostich & Associates's Cracker Barrel position peaked at $54K in Q4 2017.
  • 360 funds tracked by Wall St. Rank held Cracker Barrel as of Q1 2018.

Based on Braun-Bostich & Associates's 13F filing for Q1 2018, filed 16 May 2018.