Fiduciary Planning’s Brunswick BC Stock Holding History

Fiduciary Planning’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
2021 Q2	–	Sell	-200	Closed	-$19K	–	78
2021 Q1	$19K	Hold	200	–	–	0.03%	115
2020 Q4	$15K	Buy	+200	New	+$14.1K	0.02%	122

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

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

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

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

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

KCM

Kensico Capital Management Greenwich, Connecticut $4.9B AUM 41.26% 1-Year Est. Return

Fiduciary Planning's BC Position: Q2 2021 in Review

Fiduciary Planning sold out of Brunswick (BC) in Q2 2021, closing a stake of 200 shares — an estimated $19K sold.

Fiduciary Planning first reported a position in BC in Q4 2020 and held it in 2 quarters. The position peaked at $19K in Q1 2021. 405 funds tracked by Wall St. Rank hold BC as of Q2 2021.

Fiduciary Planning reported no remaining Brunswick position as of Q2 2021 after selling out during the quarter.
Fiduciary Planning sold 200 Brunswick shares in Q2 2021, an estimated $19K.
Fiduciary Planning first reported a position in Brunswick in Q4 2020 and held it in 2 quarters.
Fiduciary Planning's Brunswick position peaked at $19K in Q1 2021.
405 funds tracked by Wall St. Rank held Brunswick as of Q2 2021.

Based on Fiduciary Planning's 13F filing for Q2 2021, filed 6 Aug 2021.