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

Elite 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
2014
Q4 		– Sell
-2,500
Closed -$69K – 115
2014
Q3 		$69K Hold
2,500
– – 0.06% 105
2014
Q2 		$82K Hold
2,500
– – 0.08% 87
2014
Q1 		$75K Hold
2,500
– – 0.06% 95
2013
Q4 		$85K Hold
2,500
– – 0.06% 113
2013
Q3 		$86K Hold
2,500
– – 0.08% 129
2013
Q2 		$85K Buy
+2,500
New +$76.5K 0.13% 80

Other funds holding BGS

ACM
Americafirst Capital Management Roseville, California $74M AUM 13.49% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
CNB
City National Bank Beverly Hills, California $11.6B AUM 3.11% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
Diamond Hill Capital Management
Diamond Hill Capital Management Columbus, Ohio $16B AUM 4.15% 1-Year Est. Return
Westfield Capital Management
Westfield Capital Management Boston, Massachusetts $23.8B AUM 49.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Elite Wealth Management's BGS Position: Q4 2014 in Review

Elite Wealth Management sold out of B&G Foods (BGS) in Q4 2014, closing a stake of 2,500 shares — an estimated $69K sold.

Elite Wealth Management first reported a position in BGS in Q2 2013 and held it in 6 quarters. The position peaked at $86K in Q3 2013. 198 funds tracked by Wall St. Rank hold BGS as of Q4 2014.

  • Elite Wealth Management reported no remaining B&G Foods position as of Q4 2014 after selling out during the quarter.
  • Elite Wealth Management sold 2,500 B&G Foods shares in Q4 2014, an estimated $69K.
  • Elite Wealth Management first reported a position in B&G Foods in Q2 2013 and held it in 6 quarters.
  • Elite Wealth Management's B&G Foods position peaked at $86K in Q3 2013.
  • 198 funds tracked by Wall St. Rank held B&G Foods as of Q4 2014.

Based on Elite Wealth Management's 13F filing for Q4 2014, filed 13 Oct 2016.