CWM
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Concert Wealth Management’s B&G Foods BGS Stock Holding History

Concert Wealth Management’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-8,975
Closed -$309K – 538
2013
Q3 		$309K Buy
8,975
+200
+2% +$6.96K 0.04% 362
2013
Q2 		$298K Buy
+8,775
New +$268K 0.04% 342

Other funds holding BGS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return

Concert Wealth Management's BGS Position: Q4 2013 in Review

Concert Wealth Management sold out of B&G Foods (BGS) in Q4 2013, closing a stake of 8,975 shares — an estimated $309K sold.

Concert Wealth Management first reported a position in BGS in Q2 2013 and held it in 2 quarters. The position peaked at $309K in Q3 2013. 189 funds tracked by Wall St. Rank hold BGS as of Q4 2013.

  • Concert Wealth Management reported no remaining B&G Foods position as of Q4 2013 after selling out during the quarter.
  • Concert Wealth Management sold 8,975 B&G Foods shares in Q4 2013, an estimated $309K.
  • Concert Wealth Management first reported a position in B&G Foods in Q2 2013 and held it in 2 quarters.
  • Concert Wealth Management's B&G Foods position peaked at $309K in Q3 2013.
  • 189 funds tracked by Wall St. Rank held B&G Foods as of Q4 2013.

Based on Concert Wealth Management's 13F filing for Q4 2013, filed 12 Feb 2014.