CFA
BFH icon

Carroll Financial Associates’s Bread Financial BFH Stock Holding History

Carroll Financial Associates’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-5
Closed – – 1372
2018
Q4 		$0 Hold
5
– – ﹤0.01% 1293
2018
Q3 		$0 Hold
5
– – ﹤0.01% 1303
2018
Q2 		$0 Hold
5
– – ﹤0.01% 1259
2018
Q1 		$0 Buy
+5
New +$977 ﹤0.01% 1252
2017
Q1 		– Sell
-81
Closed -$14K – 1167
2016
Q4 		$14K Hold
81
– – ﹤0.01% 712
2016
Q3 		$13K Hold
81
– – ﹤0.01% 748
2016
Q2 		$12K Hold
81
– – ﹤0.01% 740
2016
Q1 		$14K Hold
81
– – ﹤0.01% 691
2015
Q4 		$17K Buy
+81
New +$18.3K ﹤0.01% 618
2015
Q2 		– Sell
-14
Closed -$3K – 1072
2015
Q1 		$3K Buy
+14
New +$3.2K ﹤0.01% 685

Other funds holding BFH

VH
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Vanguard Group
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Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
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State Street
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LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
Parnassus Investments
Parnassus Investments San Francisco, California $34.1B AUM 20.22% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
AVC
Arlington Value Capital Salt Lake City, Utah $688M AUM 23.52% 1-Year Est. Return
BWA
Brave Warrior Advisors New York $4.04B AUM 1.15% 1-Year Est. Return