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Doyle Wealth Management’s B&G Foods BGS Stock Holding History

Doyle Wealth Management’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-222
Closed -$5K – 253
2019
Q2 		$5K Buy
+222
New +$5.12K ﹤0.01% 728
2019
Q1 		– Sell
-222
Closed -$6K – 244
2018
Q4 		$6K Buy
+222
New +$6.35K ﹤0.01% 693

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Doyle Wealth Management's BGS Position: Q3 2019 in Review

Doyle Wealth Management sold out of B&G Foods (BGS) in Q3 2019, closing a stake of 222 shares — an estimated $5K sold.

Doyle Wealth Management first reported a position in BGS in Q4 2018 and held it in 2 quarters. The position peaked at $6K in Q4 2018. 265 funds tracked by Wall St. Rank hold BGS as of Q3 2019.

  • Doyle Wealth Management reported no remaining B&G Foods position as of Q3 2019 after selling out during the quarter.
  • Doyle Wealth Management sold 222 B&G Foods shares in Q3 2019, an estimated $5K.
  • Doyle Wealth Management first reported a position in B&G Foods in Q4 2018 and held it in 2 quarters.
  • Doyle Wealth Management's B&G Foods position peaked at $6K in Q4 2018.
  • 265 funds tracked by Wall St. Rank held B&G Foods as of Q3 2019.

Based on Doyle Wealth Management's 13F filing for Q3 2019, filed 5 Nov 2019.