IWM
BERY

IHT Wealth Management’s Berry Global Group, Inc. BERY Stock Holding History

IHT Wealth Management’s Portfolio BERY Stock Details BERY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-421
Closed -$21K – 1419
2018
Q1 		$21K Hold
421
– – 0.01% 963
2017
Q4 		$24K Hold
421
– – 0.01% 937
2017
Q3 		$23K Sell
421
-44
-9% -$2.3K 0.01% 738
2017
Q2 		$22 Sell
465
-403
-46% -$20.2K 0.01% 760
2017
Q1 		$38K Buy
868
+150
+21% +$6.9K 0.03% 494
2016
Q4 		$33K Buy
+718
New +$30.7K 0.03% 490

Other funds holding BERY

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

IHT Wealth Management sold out of Berry Global Group, Inc. (BERY) in Q2 2018, closing a stake of 421 shares — an estimated $21K sold.

IHT Wealth Management first reported a position in BERY in Q4 2016 and held it in 6 quarters. The position peaked at $38K in Q1 2017. 325 funds tracked by Wall St. Rank hold BERY as of Q2 2018.

  • IHT Wealth Management reported no remaining Berry Global Group, Inc. position as of Q2 2018 after selling out during the quarter.
  • IHT Wealth Management sold 421 Berry Global Group, Inc. shares in Q2 2018, an estimated $21K.
  • IHT Wealth Management first reported a position in Berry Global Group, Inc. in Q4 2016 and held it in 6 quarters.
  • IHT Wealth Management's Berry Global Group, Inc. position peaked at $38K in Q1 2017.
  • 325 funds tracked by Wall St. Rank held Berry Global Group, Inc. as of Q2 2018.

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