Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2019
Q2
Sell
-90,078
Closed -$5M 1610
2019
Q1
$5M Hold
90,078
﹤0.01% 1001
2018
Q4
$4.13M Sell
90,078
-1,000
-1% -$46.6K ﹤0.01% 1019
2018
Q3
$4.43M Sell
91,078
-73
-0.1% -$3.45K ﹤0.01% 1077
2018
Q2
$3.85M Sell
91,151
-2,322
-2% -$100K ﹤0.01% 1085
2018
Q1
$4.07M Buy
93,473
+56
+0.1% +$2.55K ﹤0.01% 1074
2017
Q4
$4.46M Sell
93,417
-1,000
-1% -$46.2K ﹤0.01% 1081
2017
Q3
$4.3M Sell
94,417
-690,672
-88% -$30.8M ﹤0.01% 1087
2017
Q2
$36.3M Sell
785,089
-950,728
-55% -$43.8M 0.02% 628
2017
Q1
$84.8M Sell
1,735,817
-111,382
-6% -$5.48M 0.04% 397
2016
Q4
$88.3M Buy
1,847,199
+400
+0% +$19.7K 0.05% 375
2016
Q3
$94.2M Sell
1,846,799
-2,007
-0.1% -$103K 0.05% 362
2016
Q2
$95.2M Sell
1,848,806
-1,100
-0.1% -$55.6K 0.05% 359
2016
Q1
$95.8M Buy
1,849,906
+13,500
+0.7% +$651K 0.05% 347
2015
Q4
$82.1M Sell
1,836,406
-17,525
-0.9% -$783K 0.04% 416
2015
Q3
$73.4M Sell
1,853,931
-45,200
-2% -$1.98M 0.04% 436
2015
Q2
$85.5M Buy
1,899,131
+1,200
+0.1% +$54.9K 0.04% 438
2015
Q1
$87.9M Sell
1,897,931
-4,126
-0.2% -$192K 0.04% 431
2014
Q4
$86M Sell
1,902,057
-571
-0% -$23K 0.04% 428
2014
Q3
$72.3M Sell
1,902,628
-175,401
-8% -$6.98M 0.03% 467
2014
Q2
$84.5M Sell
2,078,029
-8,691
-0.4% -$353K 0.04% 429
2014
Q1
$81.9M Sell
2,086,720
-5,334
-0.3% -$208K 0.04% 425
2013
Q4
$85.7M Sell
2,092,054
-4,850
-0.2% -$191K 0.04% 406
2013
Q3
$81.8M Sell
2,096,904
-81,000
-4% -$3.28M 0.04% 409
2013
Q2
$85.2M Buy
+2,177,904
New +$86.4M 0.05% 364

Other funds holding BMS