Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-2,591,328
Closed -$144M 4329
2019
Q1
$144M Buy
2,591,328
+809,021
+45% +$41.2M 0.19% 135
2018
Q4
$81.8M Buy
1,782,307
+1,249,600
+235% +$58.2M 0.12% 231
2018
Q3
$25.9M Buy
532,707
+447,236
+523% +$21.1M 0.03% 736
2018
Q2
$3.61M Buy
85,471
+7,956
+10% +$343K ﹤0.01% 1983
2018
Q1
$3.37M Sell
77,515
-11,392
-13% -$519K ﹤0.01% 2003
2017
Q4
$4.25M Sell
88,907
-6,082
-6% -$281K 0.01% 1884
2017
Q3
$4.33M Sell
94,989
-252
-0.3% -$11.2K 0.01% 1884
2017
Q2
$4.41M Sell
95,241
-19,524
-17% -$899K 0.01% 1711
2017
Q1
$5.61M Sell
114,765
-20,086
-15% -$989K 0.01% 1580
2016
Q4
$6.45M Sell
134,851
-1,587
-1% -$78.3K 0.01% 1479
2016
Q3
$6.96M Sell
136,438
-12,343
-8% -$636K 0.01% 1422
2016
Q2
$7.66M Buy
148,781
+66,294
+80% +$3.35M 0.01% 1347
2016
Q1
$4.27M Sell
82,487
-594,448
-88% -$28.6M 0.01% 1641
2015
Q4
$30.3M Sell
676,935
-349,291
-34% -$15.6M 0.04% 582
2015
Q3
$40.6M Sell
1,026,226
-51,788
-5% -$2.27M 0.05% 430
2015
Q2
$48.5M Sell
1,078,014
-52,477
-5% -$2.4M 0.05% 427
2015
Q1
$52.4M Sell
1,130,491
-61,528
-5% -$2.86M 0.06% 408
2014
Q4
$53.9M Sell
1,192,019
-194,400
-14% -$7.83M 0.05% 437
2014
Q3
$52.7M Buy
1,386,419
+98,179
+8% +$3.91M 0.05% 479
2014
Q2
$52.4M Sell
1,288,240
-127,774
-9% -$5.19M 0.05% 460
2014
Q1
$55.6M Sell
1,416,014
-1,016
-0.1% -$39.6K 0.06% 373
2013
Q4
$58M Buy
1,417,030
+101,706
+8% +$4M 0.07% 360
2013
Q3
$51.3M Buy
1,315,324
+54,781
+4% +$2.22M 0.07% 340
2013
Q2
$49.3M Buy
+1,260,543
New +$50M 0.07% 379

Other funds holding BMS