Calton & Associates’s Bright Horizons BFAM Stock Holding History

Calton & Associates’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
2018 Q4	–	Sell	-1,968	Closed	-$232K	–	228
2018 Q3	$232K	Buy	+1,968	New	+$222K	0.07%	240

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Calton & Associates's BFAM Position: Q4 2018 in Review

Calton & Associates sold out of Bright Horizons (BFAM) in Q4 2018, closing a stake of 1,968 shares — an estimated $232K sold.

Calton & Associates first reported a position in BFAM in Q3 2018 and held it in 1 quarter. The position peaked at $232K in Q3 2018. 303 funds tracked by Wall St. Rank hold BFAM as of Q4 2018.

Calton & Associates reported no remaining Bright Horizons position as of Q4 2018 after selling out during the quarter.
Calton & Associates sold 1,968 Bright Horizons shares in Q4 2018, an estimated $232K.
Calton & Associates first reported a position in Bright Horizons in Q3 2018 and held it in 1 quarter.
Calton & Associates's Bright Horizons position peaked at $232K in Q3 2018.
303 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2018.

Based on Calton & Associates's 13F filing for Q4 2018, filed 11 Feb 2019.