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Cabot Wealth Management’s Bright Horizons BFAM Stock Holding History

Cabot Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-28,966
Closed -$1.04M – 151
2013
Q3 		$1.04M Sell
28,966
-11,061
-28% -$397K 0.31% 108
2013
Q2 		$1.39M Buy
+40,027
New +$1.35M 0.48% 80

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PCM
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Massachusetts Financial Services
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AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LOAMU
Lombard Odier Asset Management (USA) New York $957M AUM 35.8% 1-Year Est. Return
William Blair & Company
William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return
SCM
Sigma Capital Management Stamford, Connecticut $1.95B AUM 42.86% 1-Year Est. Return

Cabot Wealth Management's BFAM Position: Q4 2013 in Review

Cabot Wealth Management sold out of Bright Horizons (BFAM) in Q4 2013, closing a stake of 28,966 shares — an estimated $1.04M sold.

Cabot Wealth Management first reported a position in BFAM in Q2 2013 and held it in 2 quarters. The position peaked at $1.39M in Q2 2013. 85 funds tracked by Wall St. Rank hold BFAM as of Q4 2013.

  • Cabot Wealth Management reported no remaining Bright Horizons position as of Q4 2013 after selling out during the quarter.
  • Cabot Wealth Management sold 28,966 Bright Horizons shares in Q4 2013, an estimated $1.04M.
  • Cabot Wealth Management first reported a position in Bright Horizons in Q2 2013 and held it in 2 quarters.
  • Cabot Wealth Management's Bright Horizons position peaked at $1.39M in Q2 2013.
  • 85 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2013.

Based on Cabot Wealth Management's 13F filing for Q4 2013, filed 11 Feb 2014.