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CSat Investment Advisory’s Brunswick BC Stock Holding History

CSat Investment Advisory’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		– Sell
-895
Closed -$53K – 566
2020
Q3 		$53K Buy
895
+114
+15% +$7.27K ﹤0.01% 660
2020
Q2 		$50K Buy
781
+507
+185% +$25.3K 0.01% 678
2020
Q1 		$10K Buy
274
+47
+21% +$2.49K ﹤0.01% 903
2019
Q4 		$14K Buy
227
+28
+14% +$1.62K ﹤0.01% 886
2019
Q3 		$10K Buy
199
+28
+16% +$1.34K ﹤0.01% 914
2019
Q2 		$8K Buy
+171
New +$8.26K ﹤0.01% 938

Other funds holding BC

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
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CSat Investment Advisory's BC Position: Q4 2020 in Review

CSat Investment Advisory sold out of Brunswick (BC) in Q4 2020, closing a stake of 895 shares — an estimated $53K sold.

CSat Investment Advisory first reported a position in BC in Q2 2019 and held it in 6 quarters. The position peaked at $53K in Q3 2020. 352 funds tracked by Wall St. Rank hold BC as of Q4 2020.

  • CSat Investment Advisory reported no remaining Brunswick position as of Q4 2020 after selling out during the quarter.
  • CSat Investment Advisory sold 895 Brunswick shares in Q4 2020, an estimated $53K.
  • CSat Investment Advisory first reported a position in Brunswick in Q2 2019 and held it in 6 quarters.
  • CSat Investment Advisory's Brunswick position peaked at $53K in Q3 2020.
  • 352 funds tracked by Wall St. Rank held Brunswick as of Q4 2020.

Based on CSat Investment Advisory's 13F filing for Q4 2020, filed 12 Feb 2021.