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Realta Investment Advisors’s Brunswick BC Stock Holding History

Realta Investment Advisors’s Portfolio BC Stock Details BC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-187
Closed -$11K – 392
2019
Q4 		$11K Hold
187
– – ﹤0.01% 1099
2019
Q3 		$9K Hold
187
– – ﹤0.01% 1130
2019
Q2 		$9K Buy
+187
New +$9.03K ﹤0.01% 1162

Other funds holding BC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CCM
Cantillon Capital Management New York $665M AUM 25.91% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Realta Investment Advisors's BC Position: Q1 2020 in Review

Realta Investment Advisors sold out of Brunswick (BC) in Q1 2020, closing a stake of 187 shares — an estimated $11K sold.

Realta Investment Advisors first reported a position in BC in Q2 2019 and held it in 3 quarters. The position peaked at $11K in Q4 2019. 264 funds tracked by Wall St. Rank hold BC as of Q1 2020.

  • Realta Investment Advisors reported no remaining Brunswick position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 187 Brunswick shares in Q1 2020, an estimated $11K.
  • Realta Investment Advisors first reported a position in Brunswick in Q2 2019 and held it in 3 quarters.
  • Realta Investment Advisors's Brunswick position peaked at $11K in Q4 2019.
  • 264 funds tracked by Wall St. Rank held Brunswick as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.