JGIA
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Jackson Grant Investment Advisers’s BGC Group BGC Stock Holding History

Jackson Grant Investment Advisers’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-800
Closed -$2K – 216
2020
Q1 		$2K Hold
800
– – ﹤0.01% 209
2019
Q4 		$5K Hold
800
– – ﹤0.01% 210
2019
Q3 		$4K Buy
+800
New +$4.28K ﹤0.01% 215
2019
Q2 		– Sell
-13,772
Closed -$73K – 225
2019
Q1 		$73K Buy
13,772
+327
+2% +$1.95K 0.04% 127
2018
Q4 		$70K Sell
13,445
-7,109
-35% -$46.8K 0.05% 129
2018
Q3 		$156K Buy
20,554
+294
+1% +$2.17K 0.1% 96
2018
Q2 		$147K Buy
20,260
+312
+2% +$2.49K 0.1% 94
2018
Q1 		$173K Buy
19,948
+252
+1% +$2.27K 0.12% 90
2017
Q4 		$191K Sell
19,696
-3,643
-16% -$36.8K 0.13% 84
2017
Q3 		$217K Buy
23,339
+325
+1% +$2.71K 0.16% 70
2017
Q2 		$187K Hold
23,014
– – 0.15% 72
2017
Q1 		$168K Hold
23,014
– – 0.13% 76
2016
Q4 		$151K Buy
+23,014
New +$139K 0.13% 76

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.03B AUM 19.83% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $57.5B AUM 55.25% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.3B AUM 33.54% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $8.16B AUM 68.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return