LWM
BGC icon

Liberty Wealth Management’s BGC Group BGC Stock Holding History

Liberty Wealth Management’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
2019
Q1 		– Sell
-789
Closed -$4K – 740
2018
Q4 		$4K Buy
+789
New +$5.2K ﹤0.01% 574

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Liberty Wealth Management's BGC Position: Q1 2019 in Review

Liberty Wealth Management sold out of BGC Group (BGC) in Q1 2019, closing a stake of 789 shares — an estimated $4K sold.

Liberty Wealth Management first reported a position in BGC in Q4 2018 and held it in 1 quarter. The position peaked at $4K in Q4 2018. 252 funds tracked by Wall St. Rank hold BGC as of Q1 2019.

  • Liberty Wealth Management reported no remaining BGC Group position as of Q1 2019 after selling out during the quarter.
  • Liberty Wealth Management sold 789 BGC Group shares in Q1 2019, an estimated $4K.
  • Liberty Wealth Management first reported a position in BGC Group in Q4 2018 and held it in 1 quarter.
  • Liberty Wealth Management's BGC Group position peaked at $4K in Q4 2018.
  • 252 funds tracked by Wall St. Rank held BGC Group as of Q1 2019.

Based on Liberty Wealth Management's 13F filing for Q1 2019, filed 18 Apr 2019.