OCM
BFYT

Osterweis Capital Management’s Benefytt Technologies, Inc. Class A Common Stock BFYT Stock Holding History

Osterweis Capital Management’s Portfolio BFYT Stock Details BFYT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-48,030
Closed -$696K – 116
2017
Q3 		$696K Sell
48,030
-72,750
-60% -$2.01M 0.05% 91
2017
Q2 		$2.84M Buy
+120,780
New +$2.41M 0.22% 64

Other funds holding BFYT

LSC
Lyon Street Capital Sausalito, California $67M AUM
CC
Cannell Capital Alta, Wyoming $163M AUM 40.62% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CIP
CAS Investment Partners Westport, Connecticut $1.75B AUM 41.95% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
BRF
B. Riley Financial Los Angeles, California $456M AUM 896.07% 1-Year Est. Return

Osterweis Capital Management's BFYT Position: Q4 2017 in Review

Osterweis Capital Management sold out of Benefytt Technologies, Inc. Class A Common Stock (BFYT) in Q4 2017, closing a stake of 48,030 shares — an estimated $696K sold.

Osterweis Capital Management first reported a position in BFYT in Q2 2017 and held it in 2 quarters. The position peaked at $2.84M in Q2 2017. 104 funds tracked by Wall St. Rank hold BFYT as of Q4 2017.

  • Osterweis Capital Management reported no remaining Benefytt Technologies, Inc. Class A Common Stock position as of Q4 2017 after selling out during the quarter.
  • Osterweis Capital Management sold 48,030 Benefytt Technologies, Inc. Class A Common Stock shares in Q4 2017, an estimated $696K.
  • Osterweis Capital Management first reported a position in Benefytt Technologies, Inc. Class A Common Stock in Q2 2017 and held it in 2 quarters.
  • Osterweis Capital Management's Benefytt Technologies, Inc. Class A Common Stock position peaked at $2.84M in Q2 2017.
  • 104 funds tracked by Wall St. Rank held Benefytt Technologies, Inc. Class A Common Stock as of Q4 2017.

Based on Osterweis Capital Management's 13F filing for Q4 2017, filed 14 Feb 2018.