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Frontier Wealth Management’s Brunswick BC Stock Holding History

Frontier Wealth Management’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
2015
Q1 		– Sell
-5,458
Closed -$280K – 309
2014
Q4 		$280K Buy
+5,458
New +$256K 0.05% 197

Other funds holding BC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
WCM
Wedge Capital Management Charlotte, North Carolina $6.06B AUM 47.24% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

Frontier Wealth Management's BC Position: Q1 2015 in Review

Frontier Wealth Management sold out of Brunswick (BC) in Q1 2015, closing a stake of 5,458 shares — an estimated $280K sold.

Frontier Wealth Management first reported a position in BC in Q4 2014 and held it in 1 quarter. The position peaked at $280K in Q4 2014. 296 funds tracked by Wall St. Rank hold BC as of Q1 2015.

  • Frontier Wealth Management reported no remaining Brunswick position as of Q1 2015 after selling out during the quarter.
  • Frontier Wealth Management sold 5,458 Brunswick shares in Q1 2015, an estimated $280K.
  • Frontier Wealth Management first reported a position in Brunswick in Q4 2014 and held it in 1 quarter.
  • Frontier Wealth Management's Brunswick position peaked at $280K in Q4 2014.
  • 296 funds tracked by Wall St. Rank held Brunswick as of Q1 2015.

Based on Frontier Wealth Management's 13F filing for Q1 2015, filed 14 May 2015.