IMS
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Index Management Solutions’s Bread Financial BFH Stock Holding History

Index Management Solutions’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q3 		$36K Sell
173
-1
-0.6% -$216 0.04% 256
2015
Q2 		$41K Buy
174
+96
+123% +$23K 0.04% 306
2015
Q1 		$18K Sell
78
-92
-54% -$21K 0.01% 402
2014
Q4 		$39K Buy
170
+1
+0.6% +$219 0.01% 464
2014
Q3 		$34K Buy
169
+27
+19% +$5.67K ﹤0.01% 950
2014
Q2 		$32K Buy
142
+25
+21% +$5.09K ﹤0.01% 953
2014
Q1 		$25K Buy
117
+7
+6% +$1.5K ﹤0.01% 1049
2013
Q4 		$23K Buy
110
+17
+18% +$3.25K 0.01% 620
2013
Q3 		$16K Buy
+93
New +$14.7K ﹤0.01% 658

Other funds holding BFH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $15.5B AUM 9.67% 1-Year Est. Return
AIM
abrdn Investment Management Edinburgh, United Kingdom $29.6B AUM 25.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return