CWM
TPC

Circle Wealth Management’s Tutor Perini Cor TPC Stock Holding History

Circle Wealth Management’s Portfolio TPC Stock Details TPC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-15,760
Closed -$226K – 200
2019
Q3 		$226K Buy
15,760
+1,760
+13% +$21.5K 0.05% 152
2019
Q2 		$194K Buy
+14,000
New +$234K 0.04% 153

Other funds holding TPC

FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.56B AUM 47.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
HRCM
Hood River Capital Management Palm Beach Gardens, Florida $9.98B AUM 145.42% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Circle Wealth Management's TPC Position: Q4 2019 in Review

Circle Wealth Management sold out of Tutor Perini Cor (TPC) in Q4 2019, closing a stake of 15,760 shares — an estimated $226K sold.

Circle Wealth Management first reported a position in TPC in Q2 2019 and held it in 2 quarters. The position peaked at $226K in Q3 2019. 163 funds tracked by Wall St. Rank hold TPC as of Q4 2019.

  • Circle Wealth Management reported no remaining Tutor Perini Cor position as of Q4 2019 after selling out during the quarter.
  • Circle Wealth Management sold 15,760 Tutor Perini Cor shares in Q4 2019, an estimated $226K.
  • Circle Wealth Management first reported a position in Tutor Perini Cor in Q2 2019 and held it in 2 quarters.
  • Circle Wealth Management's Tutor Perini Cor position peaked at $226K in Q3 2019.
  • 163 funds tracked by Wall St. Rank held Tutor Perini Cor as of Q4 2019.

Based on Circle Wealth Management's 13F filing for Q4 2019, filed 24 Feb 2020.