GWS
BFS

Glassman Wealth Services’s Saul Centers BFS Stock Holding History

Glassman Wealth Services’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-16
Closed -$1K – 1229
2020
Q1 		$1K Hold
16
– – ﹤0.01% 810
2019
Q4 		$1K Hold
16
– – ﹤0.01% 856
2019
Q3 		$1K Hold
16
– – ﹤0.01% 787
2019
Q2 		$1K Hold
16
– – ﹤0.01% 801
2019
Q1 		$1K Buy
+16
New +$848 ﹤0.01% 763

Other funds holding BFS

BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glassman Wealth Services's BFS Position: Q2 2020 in Review

Glassman Wealth Services sold out of Saul Centers (BFS) in Q2 2020, closing a stake of 16 shares — an estimated $1K sold.

Glassman Wealth Services first reported a position in BFS in Q1 2019 and held it in 5 quarters. The position peaked at $1K in Q1 2020. 126 funds tracked by Wall St. Rank hold BFS as of Q2 2020.

  • Glassman Wealth Services reported no remaining Saul Centers position as of Q2 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 16 Saul Centers shares in Q2 2020, an estimated $1K.
  • Glassman Wealth Services first reported a position in Saul Centers in Q1 2019 and held it in 5 quarters.
  • Glassman Wealth Services's Saul Centers position peaked at $1K in Q1 2020.
  • 126 funds tracked by Wall St. Rank held Saul Centers as of Q2 2020.

Based on Glassman Wealth Services's 13F filing for Q2 2020, filed 6 Aug 2020.