CA
BERY

Calton & Associates’s Berry Global Group, Inc. BERY Stock Holding History

Calton & Associates’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-127
Closed -$6K – 1318
2017
Q4 		$6K Buy
+127
New +$6.91K ﹤0.01% 1220

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $269B AUM 31.4% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Calton & Associates's BERY Position: Q1 2018 in Review

Calton & Associates sold out of Berry Global Group, Inc. (BERY) in Q1 2018, closing a stake of 127 shares — an estimated $6K sold.

Calton & Associates first reported a position in BERY in Q4 2017 and held it in 1 quarter. The position peaked at $6K in Q4 2017. 352 funds tracked by Wall St. Rank hold BERY as of Q1 2018.

  • Calton & Associates reported no remaining Berry Global Group, Inc. position as of Q1 2018 after selling out during the quarter.
  • Calton & Associates sold 127 Berry Global Group, Inc. shares in Q1 2018, an estimated $6K.
  • Calton & Associates first reported a position in Berry Global Group, Inc. in Q4 2017 and held it in 1 quarter.
  • Calton & Associates's Berry Global Group, Inc. position peaked at $6K in Q4 2017.
  • 352 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q1 2018.

Based on Calton & Associates's 13F filing for Q1 2018, filed 17 Apr 2018.