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First Allied Advisory Services’s Brunswick BC Stock Holding History

First Allied Advisory Services’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
2013
Q4 		– Sell
-10,641
Closed -$426K – 949
2013
Q3 		$426K Buy
+10,641
New +$395K 0.02% 602

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BFA
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Boston Partners
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State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

First Allied Advisory Services's BC Position: Q4 2013 in Review

First Allied Advisory Services sold out of Brunswick (BC) in Q4 2013, closing a stake of 10,641 shares — an estimated $426K sold.

First Allied Advisory Services first reported a position in BC in Q3 2013 and held it in 1 quarter. The position peaked at $426K in Q3 2013. 262 funds tracked by Wall St. Rank hold BC as of Q4 2013.

  • First Allied Advisory Services reported no remaining Brunswick position as of Q4 2013 after selling out during the quarter.
  • First Allied Advisory Services sold 10,641 Brunswick shares in Q4 2013, an estimated $426K.
  • First Allied Advisory Services first reported a position in Brunswick in Q3 2013 and held it in 1 quarter.
  • First Allied Advisory Services's Brunswick position peaked at $426K in Q3 2013.
  • 262 funds tracked by Wall St. Rank held Brunswick as of Q4 2013.

Based on First Allied Advisory Services's 13F filing for Q4 2013, filed 12 Feb 2014.