CT Financial Advisors’s Brunswick BC Stock Holding History

CT Financial Advisors’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
2017 Q1	$12.2K	Hold	200	–	–	0.01%	415
2016 Q4	$10.9K	Hold	200	–	–	0.01%	422
2016 Q3	$9.76K	Hold	200	–	–	0.01%	433
2016 Q2	$9.06K	Hold	200	–	–	0.01%	440
2016 Q1	$9.6K	Hold	200	–	–	0.01%	451
2015 Q4	$10.1K	Hold	200	–	–	0.01%	453
2015 Q3	$9.58K	Hold	200	–	–	0.01%	463
2015 Q2	$10.2K	Hold	200	–	–	0.01%	471
2015 Q1	$10.3K	Hold	200	–	–	0.01%	463
2014 Q4	$10.3K	Buy	+200	New	+$9.36K	0.01%	386
2014 Q1	$10.3K	Buy	+200	New	+$8.8K	0.01%	463

Other funds holding BC

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

HCM

Highline Capital Management New York $53.5M AUM 21.72% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

CT Financial Advisors's BC Position: Q1 2017 in Review

CT Financial Advisors held its Brunswick (BC) position steady in Q1 2017 at 200 shares worth $12.2K. The position accounts for 0.01% of the portfolio, ranked #415.

CT Financial Advisors first reported a position in BC in Q1 2014 and has held it in 11 quarters since. 308 funds tracked by Wall St. Rank hold BC as of Q1 2017.

CT Financial Advisors held 200 shares of Brunswick worth $12.2K as of Q1 2017.
CT Financial Advisors left its Brunswick share count unchanged in Q1 2017.
Brunswick made up 0.01% of CT Financial Advisors's portfolio in Q1 2017, its #415 holding.
CT Financial Advisors first reported a position in Brunswick in Q1 2014 and has held it in 11 quarters since.
308 funds tracked by Wall St. Rank held Brunswick as of Q1 2017.

Based on CT Financial Advisors's 13F filing for Q1 2017, filed 7 Apr 2017.