GBBWRPM
BRSP

Genovese Burford & Brothers Wealth & Retirement Plan Management’s BrightSpire Capital BRSP Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio BRSP Stock Details BRSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-3,659
Closed -$76K – 126
2018
Q2 		$76K Buy
3,659
+2,475
+209% +$47.9K 0.03% 136
2018
Q1 		$22K Buy
+1,184
New +$23.2K 0.01% 242

Other funds holding BRSP

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's BRSP Position: Q3 2018 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of BrightSpire Capital (BRSP) in Q3 2018, closing a stake of 3,659 shares — an estimated $76K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BRSP in Q1 2018 and held it in 2 quarters. The position peaked at $76K in Q2 2018. 135 funds tracked by Wall St. Rank hold BRSP as of Q3 2018.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining BrightSpire Capital position as of Q3 2018 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 3,659 BrightSpire Capital shares in Q3 2018, an estimated $76K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in BrightSpire Capital in Q1 2018 and held it in 2 quarters.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's BrightSpire Capital position peaked at $76K in Q2 2018.
  • 135 funds tracked by Wall St. Rank held BrightSpire Capital as of Q3 2018.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q3 2018, filed 13 Nov 2018.