ERTS Wealth Advisors’s Berry Corp BRY Stock Holding History

ERTS Wealth Advisors’s Portfolio BRY Stock Details BRY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-157	Closed	-$1K	–	120
2018 Q4	$1K	Buy	+157	New	+$2.11K	﹤0.01%	316

Other funds holding BRY

BSP

Benefit Street Partners New York $69.6M AUM

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

OCM

Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

ACI

AB CarVal Investors Minneapolis, Minnesota $35.8M AUM 23.8% 1-Year Est. Return

WAMC

Western Asset Management Company Pasadena, California $45.2M AUM 6.96% 1-Year Est. Return

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return

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

VCM

Venor Capital Management New York $58.9M AUM 37.72% 1-Year Est. Return

ERTS Wealth Advisors's BRY Position: Q1 2019 in Review

ERTS Wealth Advisors sold out of Berry Corp (BRY) in Q1 2019, closing a stake of 157 shares — an estimated $1K sold.

ERTS Wealth Advisors first reported a position in BRY in Q4 2018 and held it in 1 quarter. The position peaked at $1K in Q4 2018. 108 funds tracked by Wall St. Rank hold BRY as of Q1 2019.

ERTS Wealth Advisors reported no remaining Berry Corp position as of Q1 2019 after selling out during the quarter.
ERTS Wealth Advisors sold 157 Berry Corp shares in Q1 2019, an estimated $1K.
ERTS Wealth Advisors first reported a position in Berry Corp in Q4 2018 and held it in 1 quarter.
ERTS Wealth Advisors's Berry Corp position peaked at $1K in Q4 2018.
108 funds tracked by Wall St. Rank held Berry Corp as of Q1 2019.

Based on ERTS Wealth Advisors's 13F filing for Q1 2019, filed 15 May 2019.