EWM
BVSN

Edge Wealth Management’s Broadvision Inc Com BVSN Stock Holding History

Edge Wealth Management’s Portfolio BVSN Stock Details BVSN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2014
Q4 		– Sell
-6,000
Closed -$53K – 465
2014
Q3 		$53K Hold
6,000
– – 0.02% 184
2014
Q2 		$57K Buy
+6,000
New +$58K 0.02% 172

Other funds holding BVSN

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PM
Penbrook Management New York $132M AUM 29.91% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIM
Bogle Investment Management Newton Lower Falls, Massachusetts $63M AUM 51.97% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return

Edge Wealth Management's BVSN Position: Q4 2014 in Review

Edge Wealth Management sold out of Broadvision Inc Com (BVSN) in Q4 2014, closing a stake of 6,000 shares — an estimated $53K sold.

Edge Wealth Management first reported a position in BVSN in Q2 2014 and held it in 2 quarters. The position peaked at $57K in Q2 2014. 27 funds tracked by Wall St. Rank hold BVSN as of Q4 2014.

  • Edge Wealth Management reported no remaining Broadvision Inc Com position as of Q4 2014 after selling out during the quarter.
  • Edge Wealth Management sold 6,000 Broadvision Inc Com shares in Q4 2014, an estimated $53K.
  • Edge Wealth Management first reported a position in Broadvision Inc Com in Q2 2014 and held it in 2 quarters.
  • Edge Wealth Management's Broadvision Inc Com position peaked at $57K in Q2 2014.
  • 27 funds tracked by Wall St. Rank held Broadvision Inc Com as of Q4 2014.

Based on Edge Wealth Management's 13F filing for Q4 2014, filed 12 Jan 2015.