MA
BGG

Montag & Associates’s Briggs & Stratton Corp. BGG Stock Holding History

Montag & Associates’s Portfolio BGG Stock Details BGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2013
Q4 		– Sell
-24,400
Closed -$491K – 235
2013
Q3 		$491K Sell
24,400
-400
-2% -$8.06K 0.09% 155
2013
Q2 		$491K Buy
+24,800
New +$550K 0.1% 149

Other funds holding BGG

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Montag & Associates's BGG Position: Q4 2013 in Review

Montag & Associates sold out of Briggs & Stratton Corp. (BGG) in Q4 2013, closing a stake of 24,400 shares — an estimated $491K sold.

Montag & Associates first reported a position in BGG in Q2 2013 and held it in 2 quarters. The position peaked at $491K in Q3 2013. 164 funds tracked by Wall St. Rank hold BGG as of Q4 2013.

  • Montag & Associates reported no remaining Briggs & Stratton Corp. position as of Q4 2013 after selling out during the quarter.
  • Montag & Associates sold 24,400 Briggs & Stratton Corp. shares in Q4 2013, an estimated $491K.
  • Montag & Associates first reported a position in Briggs & Stratton Corp. in Q2 2013 and held it in 2 quarters.
  • Montag & Associates's Briggs & Stratton Corp. position peaked at $491K in Q3 2013.
  • 164 funds tracked by Wall St. Rank held Briggs & Stratton Corp. as of Q4 2013.

Based on Montag & Associates's 13F filing for Q4 2013, filed 5 Mar 2014.