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Glassman Wealth Services’s Boston Omaha BOC Stock Holding History

Glassman Wealth Services’s Portfolio BOC Stock Details BOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-100
Closed -$3K – 797
2018
Q3 		$3K Hold
100
– – ﹤0.01% 522
2018
Q2 		$2K Hold
100
– – ﹤0.01% 543
2018
Q1 		$2K Hold
100
– – ﹤0.01% 521
2017
Q4 		$3K Buy
+100
New +$2.06K ﹤0.01% 452

Other funds holding BOC

MG
Magnolia Group Omaha, Nebraska $538M AUM 5.13% 1-Year Est. Return
MIOT
Massachusetts Institute of Technology Cambridge, Massachusetts $577M AUM 8.5% 1-Year Est. Return
RCC
Red Cedar Capital Omaha, Nebraska $158M AUM 6.57% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return
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
SMP
Santa Monica Partners Palm Beach Gardens, Florida $179M AUM 19.18% 1-Year Est. Return
ACM
AKRE Capital Management Middleburg, Virginia $6.13B AUM 15.27% 1-Year Est. Return
FAM
Fenimore Asset Management Cobleskill, New York $4.83B AUM 9.09% 1-Year Est. Return
GKFF
George Kaiser Family Foundation Tulsa, Oklahoma $883M AUM 21.04% 1-Year Est. Return

Glassman Wealth Services's BOC Position: Q4 2018 in Review

Glassman Wealth Services sold out of Boston Omaha (BOC) in Q4 2018, closing a stake of 100 shares — an estimated $3K sold.

Glassman Wealth Services first reported a position in BOC in Q4 2017 and held it in 4 quarters. The position peaked at $3K in Q3 2018. 48 funds tracked by Wall St. Rank hold BOC as of Q4 2018.

  • Glassman Wealth Services reported no remaining Boston Omaha position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 100 Boston Omaha shares in Q4 2018, an estimated $3K.
  • Glassman Wealth Services first reported a position in Boston Omaha in Q4 2017 and held it in 4 quarters.
  • Glassman Wealth Services's Boston Omaha position peaked at $3K in Q3 2018.
  • 48 funds tracked by Wall St. Rank held Boston Omaha as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.