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Carroll Financial Associates’s Brunswick BC Stock Holding History

Carroll Financial Associates’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-138
Closed -$6K – 1371
2018
Q4 		$6K Hold
138
– – ﹤0.01% 972
2018
Q3 		$9K Buy
138
+28
+25% +$1.85K ﹤0.01% 910
2018
Q2 		$7K Hold
110
– – ﹤0.01% 929
2018
Q1 		$6K Sell
110
-36
-25% -$2.13K ﹤0.01% 959
2017
Q4 		$8K Buy
+146
New +$7.95K ﹤0.01% 875

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LCM
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State Street
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TCM
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Schroder Investment Management Group
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VOYA Investment Management
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Carroll Financial Associates's BC Position: Q1 2019 in Review

Carroll Financial Associates sold out of Brunswick (BC) in Q1 2019, closing a stake of 138 shares — an estimated $6K sold.

Carroll Financial Associates first reported a position in BC in Q4 2017 and held it in 5 quarters. The position peaked at $9K in Q3 2018. 326 funds tracked by Wall St. Rank hold BC as of Q1 2019.

  • Carroll Financial Associates reported no remaining Brunswick position as of Q1 2019 after selling out during the quarter.
  • Carroll Financial Associates sold 138 Brunswick shares in Q1 2019, an estimated $6K.
  • Carroll Financial Associates first reported a position in Brunswick in Q4 2017 and held it in 5 quarters.
  • Carroll Financial Associates's Brunswick position peaked at $9K in Q3 2018.
  • 326 funds tracked by Wall St. Rank held Brunswick as of Q1 2019.

Based on Carroll Financial Associates's 13F filing for Q1 2019, filed 17 Apr 2019.