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Edge Wealth Management’s Safe Bulkers SB Stock Holding History

Edge Wealth Management’s Portfolio SB Stock Details SB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-5,000
Closed -$6K – 599
2020
Q2 		$6K Buy
+5,000
New +$5.48K ﹤0.01% 532
2015
Q4 		– Sell
-4,500
Closed -$13K – 487
2015
Q3 		$13K Hold
4,500
– – ﹤0.01% 269
2015
Q2 		$14K Hold
4,500
– – ﹤0.01% 274
2015
Q1 		$16K Hold
4,500
– – 0.01% 266
2014
Q4 		$18K Buy
+4,500
New +$22.6K 0.01% 266

Other funds holding SB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

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

Edge Wealth Management sold out of Safe Bulkers (SB) in Q3 2020, closing a stake of 5,000 shares — an estimated $6K sold.

Edge Wealth Management first reported a position in SB in Q4 2014 and held it in 5 quarters. The position peaked at $18K in Q4 2014. 56 funds tracked by Wall St. Rank hold SB as of Q3 2020.

  • Edge Wealth Management reported no remaining Safe Bulkers position as of Q3 2020 after selling out during the quarter.
  • Edge Wealth Management sold 5,000 Safe Bulkers shares in Q3 2020, an estimated $6K.
  • Edge Wealth Management first reported a position in Safe Bulkers in Q4 2014 and held it in 5 quarters.
  • Edge Wealth Management's Safe Bulkers position peaked at $18K in Q4 2014.
  • 56 funds tracked by Wall St. Rank held Safe Bulkers as of Q3 2020.

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