IHT Wealth Management’s Brunswick BC Stock Holding History

IHT 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
2018 Q2	–	Sell	-33	Closed	-$2K	–	500
2018 Q1	$2K	Hold	33	–	–	﹤0.01%	1481
2017 Q4	$2K	Hold	33	–	–	﹤0.01%	1468
2017 Q3	$2K	Hold	33	–	–	﹤0.01%	1199
2017 Q2	$167K	Hold	33	–	–	0.08%	259
2017 Q1	$2K	Hold	33	–	–	﹤0.01%	1064
2016 Q4	$2K	Buy	+33	New	+$1.63K	﹤0.01%	1022

Other funds holding BC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

VOYA Investment Management Atlanta, Georgia $116B AUM 61.47% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

OCAM

Owl Creek Asset Management New York $1.21B AUM 169.99% 1-Year Est. Return

TCM

TimesSquare Capital Management New York $6.8B AUM 45.85% 1-Year Est. Return

IHT Wealth Management's BC Position: Q2 2018 in Review

IHT Wealth Management sold out of Brunswick (BC) in Q2 2018, closing a stake of 33 shares — an estimated $2K sold.

IHT Wealth Management first reported a position in BC in Q4 2016 and held it in 6 quarters. The position peaked at $167K in Q2 2017. 356 funds tracked by Wall St. Rank hold BC as of Q2 2018.

IHT Wealth Management reported no remaining Brunswick position as of Q2 2018 after selling out during the quarter.
IHT Wealth Management sold 33 Brunswick shares in Q2 2018, an estimated $2K.
IHT Wealth Management first reported a position in Brunswick in Q4 2016 and held it in 6 quarters.
IHT Wealth Management's Brunswick position peaked at $167K in Q2 2017.
356 funds tracked by Wall St. Rank held Brunswick as of Q2 2018.

Based on IHT Wealth Management's 13F filing for Q2 2018, filed 13 Aug 2018.