Omnia Family Wealth’s Boise Cascade BCC Stock Holding History

Omnia Family Wealth’s Portfolio BCC Stock Details BCC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$13K	–	141
2019 Q1	$13K	Hold	500	–	–	0.01%	242
2018 Q4	$12K	Hold	500	–	–	0.01%	234
2018 Q3	$18K	Hold	500	–	–	0.01%	210
2018 Q2	$22K	Hold	500	–	–	0.01%	206
2018 Q1	$19K	Hold	500	–	–	0.01%	213
2017 Q4	$20K	Hold	500	–	–	0.01%	231
2017 Q3	$17K	Hold	500	–	–	0.01%	218
2017 Q2	$15K	Hold	500	–	–	0.01%	236
2017 Q1	$13K	Hold	500	–	–	0.01%	250
2016 Q4	$11K	Buy	+500	New	+$11.2K	0.01%	273

Other funds holding BCC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

Omnia Family Wealth's BCC Position: Q2 2019 in Review

Omnia Family Wealth sold out of Boise Cascade (BCC) in Q2 2019, closing a stake of 500 shares — an estimated $13K sold.

Omnia Family Wealth first reported a position in BCC in Q4 2016 and held it in 10 quarters. The position peaked at $22K in Q2 2018. 174 funds tracked by Wall St. Rank hold BCC as of Q2 2019.

Omnia Family Wealth reported no remaining Boise Cascade position as of Q2 2019 after selling out during the quarter.
Omnia Family Wealth sold 500 Boise Cascade shares in Q2 2019, an estimated $13K.
Omnia Family Wealth first reported a position in Boise Cascade in Q4 2016 and held it in 10 quarters.
Omnia Family Wealth's Boise Cascade position peaked at $22K in Q2 2018.
174 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2019.

Based on Omnia Family Wealth's 13F filing for Q2 2019, filed 7 Aug 2019.