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Edge Wealth Management’s BGSF Inc BGSF Stock Holding History

Edge Wealth Management’s Portfolio BGSF Stock Details BGSF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-300
Closed -$3K – 457
2020
Q2 		$3K Hold
300
– – ﹤0.01% 584
2020
Q1 		$2K Hold
300
– – ﹤0.01% 538
2019
Q4 		$6K Hold
300
– – ﹤0.01% 465
2019
Q3 		$5K Buy
+300
New +$5.58K ﹤0.01% 474

Other funds holding BGSF

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PRCP
Pacific Ridge Capital Partners Lake Oswego, Oregon $462M AUM 40.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return

Edge Wealth Management's BGSF Position: Q3 2020 in Review

Edge Wealth Management sold out of BGSF Inc (BGSF) in Q3 2020, closing a stake of 300 shares — an estimated $3K sold.

Edge Wealth Management first reported a position in BGSF in Q3 2019 and held it in 4 quarters. The position peaked at $6K in Q4 2019. 65 funds tracked by Wall St. Rank hold BGSF as of Q3 2020.

  • Edge Wealth Management reported no remaining BGSF Inc position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 300 BGSF Inc shares in Q3 2020, an estimated $3K.
  • Edge Wealth Management first reported a position in BGSF Inc in Q3 2019 and held it in 4 quarters.
  • Edge Wealth Management's BGSF Inc position peaked at $6K in Q4 2019.
  • 65 funds tracked by Wall St. Rank held BGSF Inc as of Q3 2020.

Based on Edge Wealth Management's 13F filing for Q3 2020, filed 21 Oct 2020.