Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,085,306
Closed -$116M 7961
2019
Q1
$116M Buy
2,085,306
+1,119,564
+116% +$57M 0.22% 165
2018
Q4
$44.3M Buy
965,742
+908,497
+1,587% +$42.3M 0.09% 435
2018
Q3
$2.78M Buy
57,245
+27,384
+92% +$1.29M 0.01% 2423
2018
Q2
$1.26M Buy
29,861
+19,160
+179% +$826K ﹤0.01% 3113
2018
Q1
$466K Sell
10,701
-168,973
-94% -$7.71M ﹤0.01% 4064
2017
Q4
$8.59M Buy
179,674
+121,517
+209% +$5.62M 0.02% 1397
2017
Q3
$2.65M Buy
58,157
+31,906
+122% +$1.42M ﹤0.01% 2370
2017
Q2
$1.21M Sell
26,251
-45,321
-63% -$2.09M ﹤0.01% 3110
2017
Q1
$3.5M Sell
71,572
-82,776
-54% -$4.08M 0.01% 1963
2016
Q4
$7.38M Sell
154,348
-41,200
-21% -$2.03M 0.01% 1455
2016
Q3
$9.97M Buy
195,548
+19,889
+11% +$1.02M 0.02% 1092
2016
Q2
$9.04M Sell
175,659
-4,820
-3% -$243K 0.02% 1101
2016
Q1
$9.35M Sell
180,479
-140,158
-44% -$6.75M 0.02% 1057
2015
Q4
$14.3M Buy
320,637
+73,659
+30% +$3.29M 0.03% 918
2015
Q3
$9.77M Buy
246,978
+163,930
+197% +$7.19M 0.02% 1160
2015
Q2
$3.74M Buy
83,048
+8,322
+11% +$381K 0.01% 1991
2015
Q1
$3.46M Buy
74,726
+57,661
+338% +$2.68M 0.01% 2043
2014
Q4
$772K Sell
17,065
-2,889
-14% -$116K ﹤0.01% 3415
2014
Q3
$759K Sell
19,954
-6,528
-25% -$260K ﹤0.01% 3219
2014
Q2
$1.08M Sell
26,482
-6,314
-19% -$257K ﹤0.01% 2914
2014
Q1
$1.29M Buy
32,796
+7,391
+29% +$288K ﹤0.01% 2677
2013
Q4
$1.04M Sell
25,405
-56,554
-69% -$2.22M ﹤0.01% 3142
2013
Q3
$3.2M Sell
81,959
-9,042
-10% -$367K 0.01% 2128
2013
Q2
$3.56M Buy
+91,001
New +$3.61M 0.01% 1938

Other funds holding BMS