Howe & Rusling’s BGC Group BGC Stock Holding History

Howe & Rusling’s Portfolio BGC Stock Details BGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-311	Closed	-$3K	–	944
2017 Q4	$3K	Hold	311	–	–	﹤0.01%	619
2017 Q3	$3K	Hold	311	–	–	﹤0.01%	652
2017 Q2	$3K	Hold	311	–	–	﹤0.01%	702
2017 Q1	$2K	Hold	311	–	–	﹤0.01%	820
2016 Q4	$2K	Hold	311	–	–	﹤0.01%	842
2016 Q3	$2K	Hold	311	–	–	﹤0.01%	834
2016 Q2	$2K	Hold	311	–	–	﹤0.01%	796
2016 Q1	$2K	Hold	311	–	–	﹤0.01%	828
2015 Q4	$2K	Hold	311	–	–	﹤0.01%	805
2015 Q3	$2K	Hold	311	–	–	﹤0.01%	801
2015 Q2	$2K	Hold	311	–	–	﹤0.01%	839
2015 Q1	$2K	Hold	311	–	–	﹤0.01%	750
2014 Q4	$2K	Hold	311	–	–	﹤0.01%	756
2014 Q3	$1K	Buy	+311	New	+$1.52K	﹤0.01%	804
2014 Q2	–	Sell	-311	Closed	-$1K	–	841
2014 Q1	$1K	Hold	311	–	–	﹤0.01%	796
2013 Q4	$1K	Sell	311 -311	-50%	-$1.13K	﹤0.01%	732
2013 Q3	$2K	Hold	622	–	–	﹤0.01%	776
2013 Q2	$2K	Buy	+622	New	+$2.27K	﹤0.01%	800

Other funds holding BGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return