Reilly Financial Advisors’s BGC Group BGC Stock Holding History

Reilly Financial Advisors’s Portfolio BGC Stock Details BGC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-59	Closed	-$1K	–	989
2018 Q1	$1K	Hold	59	–	–	﹤0.01%	909
2017 Q4	$1K	Sell	59 -280	-83%	-$2.83K	﹤0.01%	912
2017 Q3	$3K	Buy	+339	New	+$2.83K	﹤0.01%	830
2015 Q4	–	Sell	-829	Closed	-$4K	–	1217
2015 Q3	$4K	Hold	829	–	–	﹤0.01%	998
2015 Q2	$5K	Hold	829	–	–	﹤0.01%	1059
2015 Q1	$5K	Hold	829	–	–	﹤0.01%	1009
2014 Q4	$5K	Hold	829	–	–	﹤0.01%	622
2014 Q3	$4K	Hold	829	–	–	﹤0.01%	663
2014 Q2	$4K	Hold	829	–	–	﹤0.01%	697
2014 Q1	$3K	Hold	829	–	–	﹤0.01%	722
2013 Q4	$3K	Hold	829	–	–	﹤0.01%	740
2013 Q3	$3K	Hold	829	–	–	﹤0.01%	657
2013 Q2	$3K	Buy	+829	New	+$3.02K	﹤0.01%	693

Other funds holding BGC

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

CCMLC

Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return

Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

BBHC

Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Reilly Financial Advisors's BGC Position: Q2 2018 in Review

Reilly Financial Advisors sold out of BGC Group (BGC) in Q2 2018, closing a stake of 59 shares — an estimated $1K sold.

Reilly Financial Advisors first reported a position in BGC in Q2 2013 and held it in 13 quarters. The position peaked at $5K in Q2 2015. 280 funds tracked by Wall St. Rank hold BGC as of Q2 2018.

Reilly Financial Advisors reported no remaining BGC Group position as of Q2 2018 after selling out during the quarter.
Reilly Financial Advisors sold 59 BGC Group shares in Q2 2018, an estimated $1K.
Reilly Financial Advisors first reported a position in BGC Group in Q2 2013 and held it in 13 quarters.
Reilly Financial Advisors's BGC Group position peaked at $5K in Q2 2015.
280 funds tracked by Wall St. Rank held BGC Group as of Q2 2018.

Based on Reilly Financial Advisors's 13F filing for Q2 2018, filed 18 Jul 2018.