MWM
BGS icon

MinichMacGregor Wealth Management’s B&G Foods BGS Stock Holding History

MinichMacGregor Wealth Management’s Portfolio BGS Stock Details BGS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-37,100
Closed -$1.18M – 55
2018
Q4 		$1.18M Buy
+37,100
New +$1.06M 0.81% 48

Other funds holding BGS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CVA
Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

MinichMacGregor Wealth Management's BGS Position: Q1 2019 in Review

MinichMacGregor Wealth Management sold out of B&G Foods (BGS) in Q1 2019, closing a stake of 37,100 shares — an estimated $1.18M sold.

MinichMacGregor Wealth Management first reported a position in BGS in Q4 2018 and held it in 1 quarter. The position peaked at $1.18M in Q4 2018. 301 funds tracked by Wall St. Rank hold BGS as of Q1 2019.

  • MinichMacGregor Wealth Management reported no remaining B&G Foods position as of Q1 2019 after selling out during the quarter.
  • MinichMacGregor Wealth Management sold 37,100 B&G Foods shares in Q1 2019, an estimated $1.18M.
  • MinichMacGregor Wealth Management first reported a position in B&G Foods in Q4 2018 and held it in 1 quarter.
  • MinichMacGregor Wealth Management's B&G Foods position peaked at $1.18M in Q4 2018.
  • 301 funds tracked by Wall St. Rank held B&G Foods as of Q1 2019.

Based on MinichMacGregor Wealth Management's 13F filing for Q1 2019, filed 16 Apr 2019.