Evolution Wealth Advisors’s Brunswick BC Stock Holding History

Evolution Wealth Advisors’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-232	Closed	-$14K	–	341
2019 Q4	$14K	Buy	+232	New	+$13.4K	﹤0.01%	255

Other funds holding BC

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

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

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

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Evolution Wealth Advisors's BC Position: Q1 2020 in Review

Evolution Wealth Advisors sold out of Brunswick (BC) in Q1 2020, closing a stake of 232 shares — an estimated $14K sold.

Evolution Wealth Advisors first reported a position in BC in Q4 2019 and held it in 1 quarter. The position peaked at $14K in Q4 2019. 264 funds tracked by Wall St. Rank hold BC as of Q1 2020.

Evolution Wealth Advisors reported no remaining Brunswick position as of Q1 2020 after selling out during the quarter.
Evolution Wealth Advisors sold 232 Brunswick shares in Q1 2020, an estimated $14K.
Evolution Wealth Advisors first reported a position in Brunswick in Q4 2019 and held it in 1 quarter.
Evolution Wealth Advisors's Brunswick position peaked at $14K in Q4 2019.
264 funds tracked by Wall St. Rank held Brunswick as of Q1 2020.

Based on Evolution Wealth Advisors's 13F filing for Q1 2020, filed 22 Apr 2020.