DWM
BGC icon

Destination Wealth Management’s BGC Group BGC Stock Holding History

Destination Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-512
Closed -$4K – 523
2018
Q3 		$4K Buy
+512
New +$3.79K ﹤0.01% 523

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

Destination Wealth Management's BGC Position: Q4 2018 in Review

Destination Wealth Management sold out of BGC Group (BGC) in Q4 2018, closing a stake of 512 shares — an estimated $4K sold.

Destination Wealth Management first reported a position in BGC in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 270 funds tracked by Wall St. Rank hold BGC as of Q4 2018.

  • Destination Wealth Management reported no remaining BGC Group position as of Q4 2018 after selling out during the quarter.
  • Destination Wealth Management sold 512 BGC Group shares in Q4 2018, an estimated $4K.
  • Destination Wealth Management first reported a position in BGC Group in Q3 2018 and held it in 1 quarter.
  • Destination Wealth Management's BGC Group position peaked at $4K in Q3 2018.
  • 270 funds tracked by Wall St. Rank held BGC Group as of Q4 2018.

Based on Destination Wealth Management's 13F filing for Q4 2018, filed 5 Feb 2019.