Emerald Mutual Fund Advisers Trust’s Saul Centers BFS Stock Holding History

Emerald Mutual Fund Advisers Trust’s Portfolio BFS Stock Details BFS Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q4	–	Sell	-8,877	Closed	-$236K	–	242
2020 Q3	$236K	Buy	+8,877	New	+$258K	0.01%	223
2014 Q3	–	Sell	-5,060	Closed	-$246K	–	219
2014 Q2	$246K	Hold	5,060	–	–	0.02%	217
2014 Q1	$240K	Sell	5,060 -5,060	-50%	-$236K	0.02%	210
2013 Q4	$475K	Buy	10,120 +5,060	+100%	+$242K	0.03%	202
2013 Q3	$234K	Hold	5,060	–	–	0.03%	196
2013 Q2	$225K	Buy	+5,060	New	+$226K	0.04%	189

Other funds holding BFS

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

VCM

V3 Capital Management Dallas, Texas $33.4M AUM 5.9% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Emerald Mutual Fund Advisers Trust's BFS Position: Q4 2020 in Review

Emerald Mutual Fund Advisers Trust sold out of Saul Centers (BFS) in Q4 2020, closing a stake of 8,877 shares — an estimated $236K sold.

Emerald Mutual Fund Advisers Trust first reported a position in BFS in Q2 2013 and held it in 6 quarters. The position peaked at $475K in Q4 2013. 121 funds tracked by Wall St. Rank hold BFS as of Q4 2020.

Emerald Mutual Fund Advisers Trust reported no remaining Saul Centers position as of Q4 2020 after selling out during the quarter.
Emerald Mutual Fund Advisers Trust sold 8,877 Saul Centers shares in Q4 2020, an estimated $236K.
Emerald Mutual Fund Advisers Trust first reported a position in Saul Centers in Q2 2013 and held it in 6 quarters.
Emerald Mutual Fund Advisers Trust's Saul Centers position peaked at $475K in Q4 2013.
121 funds tracked by Wall St. Rank held Saul Centers as of Q4 2020.

Based on Emerald Mutual Fund Advisers Trust's 13F filing for Q4 2020, filed 29 Jan 2021.