PFGIA
BFS

Patriot Financial Group Insurance Agency’s Saul Centers BFS Stock Holding History

Patriot Financial Group Insurance Agency’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-50
Closed -$2K – 1658
2020
Q1 		$2K Sell
50
-50
-50% -$2.26K ﹤0.01% 1277
2019
Q4 		$5K Hold
100
– – ﹤0.01% 967
2019
Q3 		$5K Hold
100
– – ﹤0.01% 930
2019
Q2 		$6K Hold
100
– – ﹤0.01% 888
2019
Q1 		$5K Hold
100
– – ﹤0.01% 836
2018
Q4 		$5K Buy
+100
New +$5.12K ﹤0.01% 725

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N
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Northern Trust
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Dimensional Fund Advisors
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Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Patriot Financial Group Insurance Agency's BFS Position: Q2 2020 in Review

Patriot Financial Group Insurance Agency sold out of Saul Centers (BFS) in Q2 2020, closing a stake of 50 shares — an estimated $2K sold.

Patriot Financial Group Insurance Agency first reported a position in BFS in Q4 2018 and held it in 6 quarters. The position peaked at $6K in Q2 2019. 127 funds tracked by Wall St. Rank hold BFS as of Q2 2020.

  • Patriot Financial Group Insurance Agency reported no remaining Saul Centers position as of Q2 2020 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 50 Saul Centers shares in Q2 2020, an estimated $2K.
  • Patriot Financial Group Insurance Agency first reported a position in Saul Centers in Q4 2018 and held it in 6 quarters.
  • Patriot Financial Group Insurance Agency's Saul Centers position peaked at $6K in Q2 2019.
  • 127 funds tracked by Wall St. Rank held Saul Centers as of Q2 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2020, filed 10 Jul 2020.