MinichMacGregor Wealth Management’s Bright Horizons BFAM Stock Holding History

MinichMacGregor Wealth Management’s Portfolio BFAM Stock Details BFAM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	–	Sell	-146	Closed	-$17K	–	135
2018 Q3	$17K	Sell	146 -3	-2%	-$339	0.01%	236
2018 Q2	$15K	Hold	149	–	–	0.01%	242
2018 Q1	$14K	Sell	149 -6	-4%	-$583	0.01%	249
2017 Q4	$14K	Buy	155 +72	+87%	+$6.38K	0.01%	250
2017 Q3	$7K	Hold	83	–	–	0.01%	316
2017 Q2	$6K	Buy	+83	New	+$6.3K	0.01%	329

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

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

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

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

MinichMacGregor Wealth Management's BFAM Position: Q4 2018 in Review

MinichMacGregor Wealth Management sold out of Bright Horizons (BFAM) in Q4 2018, closing a stake of 146 shares — an estimated $17K sold.

MinichMacGregor Wealth Management first reported a position in BFAM in Q2 2017 and held it in 6 quarters. The position peaked at $17K in Q3 2018. 303 funds tracked by Wall St. Rank hold BFAM as of Q4 2018.

MinichMacGregor Wealth Management reported no remaining Bright Horizons position as of Q4 2018 after selling out during the quarter.
MinichMacGregor Wealth Management sold 146 Bright Horizons shares in Q4 2018, an estimated $17K.
MinichMacGregor Wealth Management first reported a position in Bright Horizons in Q2 2017 and held it in 6 quarters.
MinichMacGregor Wealth Management's Bright Horizons position peaked at $17K in Q3 2018.
303 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2018.

Based on MinichMacGregor Wealth Management's 13F filing for Q4 2018, filed 17 Jan 2019.