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

Principal Financial Group

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

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

Point72 Asset Management

Point72 Asset Management Stamford, Connecticut $78.1B AUM 55.25% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return

Dimensional Fund Advisors

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