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 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 New York $6.73T AUM 46.02% 1-Year Est. Return

MFS

Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

RCMNY

Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Jackson Grant Investment Advisers's BGC Position: Q2 2020 in Review

Jackson Grant Investment Advisers sold out of BGC Group (BGC) in Q2 2020, closing a stake of 800 shares — an estimated $2K sold.

Jackson Grant Investment Advisers first reported a position in BGC in Q4 2016 and held it in 13 quarters. The position peaked at $217K in Q3 2017. 222 funds tracked by Wall St. Rank hold BGC as of Q2 2020.

Jackson Grant Investment Advisers reported no remaining BGC Group position as of Q2 2020 after selling out during the quarter.
Jackson Grant Investment Advisers sold 800 BGC Group shares in Q2 2020, an estimated $2K.
Jackson Grant Investment Advisers first reported a position in BGC Group in Q4 2016 and held it in 13 quarters.
Jackson Grant Investment Advisers's BGC Group position peaked at $217K in Q3 2017.
222 funds tracked by Wall St. Rank held BGC Group as of Q2 2020.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2020, filed 14 Aug 2020.