Kaizen Advisory’s Beneficial Bancorp, Inc. BNCL Stock Holding History

Kaizen Advisory’s Portfolio BNCL Stock Details BNCL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-69,935	Closed	-$1.15M	–	631
2017 Q4	$1.15M	Buy	+69,935	New	+$1.16M	0.69%	65

Other funds holding BNCL

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Kaizen Advisory's BNCL Position: Q1 2018 in Review

Kaizen Advisory sold out of Beneficial Bancorp, Inc. (BNCL) in Q1 2018, closing a stake of 69,935 shares — an estimated $1.15M sold.

Kaizen Advisory first reported a position in BNCL in Q4 2017 and held it in 1 quarter. The position peaked at $1.15M in Q4 2017. 116 funds tracked by Wall St. Rank hold BNCL as of Q1 2018.

Kaizen Advisory reported no remaining Beneficial Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
Kaizen Advisory sold 69,935 Beneficial Bancorp, Inc. shares in Q1 2018, an estimated $1.15M.
Kaizen Advisory first reported a position in Beneficial Bancorp, Inc. in Q4 2017 and held it in 1 quarter.
Kaizen Advisory's Beneficial Bancorp, Inc. position peaked at $1.15M in Q4 2017.
116 funds tracked by Wall St. Rank held Beneficial Bancorp, Inc. as of Q1 2018.

Based on Kaizen Advisory's 13F filing for Q1 2018, filed 15 May 2018.