IWA
BC icon

Intercontinental Wealth Advisors’s Brunswick BC Stock Holding History

Intercontinental Wealth Advisors’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
2019
Q4 		– Sell
-1,060
Closed -$55K – 354
2019
Q3 		$55K Buy
+1,060
New +$50.6K 0.03% 209

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Intercontinental Wealth Advisors's BC Position: Q4 2019 in Review

Intercontinental Wealth Advisors sold out of Brunswick (BC) in Q4 2019, closing a stake of 1,060 shares — an estimated $55K sold.

Intercontinental Wealth Advisors first reported a position in BC in Q3 2019 and held it in 1 quarter. The position peaked at $55K in Q3 2019. 317 funds tracked by Wall St. Rank hold BC as of Q4 2019.

  • Intercontinental Wealth Advisors reported no remaining Brunswick position as of Q4 2019 after selling out during the quarter.
  • Intercontinental Wealth Advisors sold 1,060 Brunswick shares in Q4 2019, an estimated $55K.
  • Intercontinental Wealth Advisors first reported a position in Brunswick in Q3 2019 and held it in 1 quarter.
  • Intercontinental Wealth Advisors's Brunswick position peaked at $55K in Q3 2019.
  • 317 funds tracked by Wall St. Rank held Brunswick as of Q4 2019.

Based on Intercontinental Wealth Advisors's 13F filing for Q4 2019, filed 7 Feb 2020.