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Sheaff Brock Investment Advisors’s Popular Inc BPOP Stock Holding History

Sheaff Brock Investment Advisors’s Portfolio BPOP Stock Details BPOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-15,581
Closed -$545K – 460
2020
Q1 		$545K Sell
15,581
-704
-4% -$34.9K 0.07% 175
2019
Q4 		$957K Sell
16,285
-294
-2% -$16.4K 0.09% 151
2019
Q3 		$897K Sell
16,579
-101
-0.6% -$5.47K 0.1% 154
2019
Q2 		$905K Buy
+16,680
New +$911K 0.1% 149

Other funds holding BPOP

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Sheaff Brock Investment Advisors's BPOP Position: Q2 2020 in Review

Sheaff Brock Investment Advisors sold out of Popular Inc (BPOP) in Q2 2020, closing a stake of 15,581 shares — an estimated $545K sold.

Sheaff Brock Investment Advisors first reported a position in BPOP in Q2 2019 and held it in 4 quarters. The position peaked at $957K in Q4 2019. 257 funds tracked by Wall St. Rank hold BPOP as of Q2 2020.

  • Sheaff Brock Investment Advisors reported no remaining Popular Inc position as of Q2 2020 after selling out during the quarter.
  • Sheaff Brock Investment Advisors sold 15,581 Popular Inc shares in Q2 2020, an estimated $545K.
  • Sheaff Brock Investment Advisors first reported a position in Popular Inc in Q2 2019 and held it in 4 quarters.
  • Sheaff Brock Investment Advisors's Popular Inc position peaked at $957K in Q4 2019.
  • 257 funds tracked by Wall St. Rank held Popular Inc as of Q2 2020.

Based on Sheaff Brock Investment Advisors's 13F filing for Q2 2020, filed 7 Aug 2020.