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Independence Trust’s Bunge Global BG Stock Holding History

Independence Trust’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		$268K Hold
4,000
– – 0.3% 55
2017
Q3 		$278K Hold
4,000
– – 0.32% 57
2017
Q2 		$298K Hold
4,000
– – 0.35% 51
2017
Q1 		$317K Hold
4,000
– – 0.41% 49
2016
Q4 		$289K Buy
+4,000
New +$266K 0.4% 56

Other funds holding BG

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 $999B AUM 46.22% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return

Independence Trust's BG Position: Q4 2017 in Review

Independence Trust held its Bunge Global (BG) position steady in Q4 2017 at 4,000 shares worth $268K. The position accounts for 0.3% of the portfolio, ranked #55.

Independence Trust first reported a position in BG in Q4 2016 and has held it in 5 quarters since. The position peaked at $317K in Q1 2017. 387 funds tracked by Wall St. Rank hold BG as of Q4 2017.

  • Independence Trust held 4,000 shares of Bunge Global worth $268K as of Q4 2017.
  • Independence Trust left its Bunge Global share count unchanged in Q4 2017.
  • Bunge Global made up 0.3% of Independence Trust's portfolio in Q4 2017, its #55 holding.
  • Independence Trust first reported a position in Bunge Global in Q4 2016 and has held it in 5 quarters since.
  • Independence Trust's Bunge Global position peaked at $317K in Q1 2017.
  • 387 funds tracked by Wall St. Rank held Bunge Global as of Q4 2017.

Based on Independence Trust's 13F filing for Q4 2017, filed 8 Feb 2018.