SevenBridge Financial Group’s CrossAmerica Partners CAPL Stock Holding History

SevenBridge Financial Group’s Portfolio CAPL Stock Details CAPL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-700	Closed	-$13K	–	635
2019 Q1	$13K	Hold	700	–	–	﹤0.01%	388
2018 Q4	$10K	Hold	700	–	–	0.01%	367
2018 Q3	$13K	Hold	700	–	–	0.01%	380
2018 Q2	$12K	Hold	700	–	–	0.01%	391
2018 Q1	$14K	Buy	+700	New	+$16.2K	0.01%	387

Other funds holding CAPL

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Mirae Asset Global Investments Seoul, South Korea $299B AUM 28.69% 1-Year Est. Return

Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

MOACM

Mutual of America Capital Management New York $8.8B AUM 29.06% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

ACM

Advisors Capital Management Ridgewood, New Jersey $8.58B AUM 23.43% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

SevenBridge Financial Group's CAPL Position: Q2 2019 in Review

SevenBridge Financial Group sold out of CrossAmerica Partners (CAPL) in Q2 2019, closing a stake of 700 shares — an estimated $13K sold.

SevenBridge Financial Group first reported a position in CAPL in Q1 2018 and held it in 5 quarters. The position peaked at $14K in Q1 2018. 47 funds tracked by Wall St. Rank hold CAPL as of Q2 2019.

SevenBridge Financial Group reported no remaining CrossAmerica Partners position as of Q2 2019 after selling out during the quarter.
SevenBridge Financial Group sold 700 CrossAmerica Partners shares in Q2 2019, an estimated $13K.
SevenBridge Financial Group first reported a position in CrossAmerica Partners in Q1 2018 and held it in 5 quarters.
SevenBridge Financial Group's CrossAmerica Partners position peaked at $14K in Q1 2018.
47 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q2 2019.

Based on SevenBridge Financial Group's 13F filing for Q2 2019, filed 15 Jul 2019.