Measured Wealth Private Client Group’s BrightView Holdings BV Stock Holding History

Measured Wealth Private Client Group’s Portfolio BV Stock Details BV Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-17,650	Closed	-$330K	–	148
2019 Q2	$330K	Sell	17,650 -825	-4%	-$13.8K	0.19%	116
2019 Q1	$266K	Buy	+18,475	New	+$257K	0.16%	139

Other funds holding BV

KKRC

Kohlberg Kravis Roberts & Co New York $5.71B AUM 72.37% 1-Year Est. Return

MSD Partners New York $76.8M AUM 34.91% 1-Year Est. Return

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

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

BCA

Bernzott Capital Advisors Camarillo, California $250M AUM 26.89% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BBCM

Broad Bay Capital Management New York $1.07B AUM 90.15% 1-Year Est. Return

Measured Wealth Private Client Group's BV Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of BrightView Holdings (BV) in Q3 2019, closing a stake of 17,650 shares — an estimated $330K sold.

Measured Wealth Private Client Group first reported a position in BV in Q1 2019 and held it in 2 quarters. The position peaked at $330K in Q2 2019. 100 funds tracked by Wall St. Rank hold BV as of Q3 2019.

Measured Wealth Private Client Group reported no remaining BrightView Holdings position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 17,650 BrightView Holdings shares in Q3 2019, an estimated $330K.
Measured Wealth Private Client Group first reported a position in BrightView Holdings in Q1 2019 and held it in 2 quarters.
Measured Wealth Private Client Group's BrightView Holdings position peaked at $330K in Q2 2019.
100 funds tracked by Wall St. Rank held BrightView Holdings as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.