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Sheets Smith Wealth Management’s BGC Group BGC Stock Holding History

Sheets Smith Wealth Management’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
Q1 		– Sell
-37,573
Closed -$365K – 309
2017
Q4 		$365K Buy
37,573
+782
+2% +$7.89K 0.09% 235
2017
Q3 		$342K Buy
+36,791
New +$307K 0.09% 227

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Sheets Smith Wealth Management's BGC Position: Q1 2018 in Review

Sheets Smith Wealth Management sold out of BGC Group (BGC) in Q1 2018, closing a stake of 37,573 shares — an estimated $365K sold.

Sheets Smith Wealth Management first reported a position in BGC in Q3 2017 and held it in 2 quarters. The position peaked at $365K in Q4 2017. 315 funds tracked by Wall St. Rank hold BGC as of Q1 2018.

  • Sheets Smith Wealth Management reported no remaining BGC Group position as of Q1 2018 after selling out during the quarter.
  • Sheets Smith Wealth Management sold 37,573 BGC Group shares in Q1 2018, an estimated $365K.
  • Sheets Smith Wealth Management first reported a position in BGC Group in Q3 2017 and held it in 2 quarters.
  • Sheets Smith Wealth Management's BGC Group position peaked at $365K in Q4 2017.
  • 315 funds tracked by Wall St. Rank held BGC Group as of Q1 2018.

Based on Sheets Smith Wealth Management's 13F filing for Q1 2018, filed 9 Apr 2018.