CFA
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Cahill Financial Advisors’s BGC Group BGC Stock Holding History

Cahill Financial Advisors’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10,551
Closed -$57K – 154
2019
Q1 		$57K Buy
10,551
+252
+2% +$1.5K 0.02% 151
2018
Q4 		$54K Sell
10,299
-14,166
-58% -$93.3K 0.03% 144
2018
Q3 		$186K Sell
24,465
-1,500
-6% -$11.1K 0.08% 150
2018
Q2 		$190K Sell
25,965
-2,451
-9% -$19.6K 0.09% 155
2018
Q1 		$246K Buy
28,416
+356
+1% +$3.21K 0.12% 136
2017
Q4 		$273K Sell
28,060
-199
-0.7% -$2.01K 0.14% 119
2017
Q3 		$263K Buy
28,259
+392
+1% +$3.27K 0.14% 117
2017
Q2 		$227K Buy
+27,867
New +$209K 0.13% 127
2014
Q1 		– Sell
-17,240
Closed -$68K – 110
2013
Q4 		$68K Buy
+17,240
New +$62.7K 0.06% 111

Other funds holding BGC

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Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SFM
Soros Fund Management New York $9.12B AUM 30.69% 1-Year Est. Return