EWM
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Executive Wealth Management’s BGC Group BGC Stock Holding History

Executive Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-3,157
Closed -$17K – 193
2019
Q2 		$17K Buy
+3,157
New +$16.4K ﹤0.01% 493

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
SFM
Soros Fund Management New York $8.14B AUM 35.85% 1-Year Est. Return

Executive Wealth Management's BGC Position: Q3 2019 in Review

Executive Wealth Management sold out of BGC Group (BGC) in Q3 2019, closing a stake of 3,157 shares — an estimated $17K sold.

Executive Wealth Management first reported a position in BGC in Q2 2019 and held it in 1 quarter. The position peaked at $17K in Q2 2019. 225 funds tracked by Wall St. Rank hold BGC as of Q3 2019.

  • Executive Wealth Management reported no remaining BGC Group position as of Q3 2019 after selling out during the quarter.
  • Executive Wealth Management sold 3,157 BGC Group shares in Q3 2019, an estimated $17K.
  • Executive Wealth Management first reported a position in BGC Group in Q2 2019 and held it in 1 quarter.
  • Executive Wealth Management's BGC Group position peaked at $17K in Q2 2019.
  • 225 funds tracked by Wall St. Rank held BGC Group as of Q3 2019.

Based on Executive Wealth Management's 13F filing for Q3 2019, filed 30 Oct 2019.