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Confluence Investment Management’s Banco Bradesco BBD Stock Holding History

Confluence Investment Management’s Portfolio BBD Stock Details BBD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-50,895
Closed -$155K – 294
2020
Q1 		$155K Sell
50,895
-4,150
-8% -$21.3K ﹤0.01% 281
2019
Q4 		$406K Buy
55,045
+2,703
+5% +$16.9K 0.01% 241
2019
Q3 		$320K Sell
52,342
-2,703
-5% -$17.9K 0.01% 253
2019
Q2 		$406K Buy
55,045
+477
+0.9% +$3.26K 0.01% 241
2019
Q1 		$373K Buy
54,568
+203
+0.4% +$1.46K 0.01% 242
2018
Q4 		$337K Hold
54,365
– – 0.01% 257
2018
Q3 		$241K Buy
54,365
+857
+2% +$3.95K ﹤0.01% 289
2018
Q2 		$230K Buy
+53,508
New +$290K ﹤0.01% 294

Other funds holding BBD

Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $97.9B AUM 20.73% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Confluence Investment Management's BBD Position: Q2 2020 in Review

Confluence Investment Management sold out of Banco Bradesco (BBD) in Q2 2020, closing a stake of 50,895 shares — an estimated $155K sold.

Confluence Investment Management first reported a position in BBD in Q2 2018 and held it in 8 quarters. The position peaked at $406K in Q4 2019. 206 funds tracked by Wall St. Rank hold BBD as of Q2 2020.

  • Confluence Investment Management reported no remaining Banco Bradesco position as of Q2 2020 after selling out during the quarter.
  • Confluence Investment Management sold 50,895 Banco Bradesco shares in Q2 2020, an estimated $155K.
  • Confluence Investment Management first reported a position in Banco Bradesco in Q2 2018 and held it in 8 quarters.
  • Confluence Investment Management's Banco Bradesco position peaked at $406K in Q4 2019.
  • 206 funds tracked by Wall St. Rank held Banco Bradesco as of Q2 2020.

Based on Confluence Investment Management's 13F filing for Q2 2020, filed 1 Jul 2020.