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Stonebridge Financial Planning Group’s Arcos Dorados Holdings ARCO Stock Holding History

Stonebridge Financial Planning Group’s Portfolio ARCO Stock Details ARCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-451
Closed -$2K – 378
2020
Q2 		$2K Buy
451
+6
+1% +$22 ﹤0.01% 373
2020
Q1 		$2K Hold
445
– – ﹤0.01% 390
2019
Q4 		$4K Buy
+445
New +$3.21K ﹤0.01% 332

Other funds holding ARCO

N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
MCM
Moerus Capital Management New York $271M AUM 58.78% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
NCM
Newfoundland Capital Management Sao Paulo, Brazil $9.47M AUM 21.24% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
IUHSA
Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return

Stonebridge Financial Planning Group's ARCO Position: Q3 2020 in Review

Stonebridge Financial Planning Group sold out of Arcos Dorados Holdings (ARCO) in Q3 2020, closing a stake of 451 shares — an estimated $2K sold.

Stonebridge Financial Planning Group first reported a position in ARCO in Q4 2019 and held it in 3 quarters. The position peaked at $4K in Q4 2019. 117 funds tracked by Wall St. Rank hold ARCO as of Q3 2020.

  • Stonebridge Financial Planning Group reported no remaining Arcos Dorados Holdings position as of Q3 2020 after selling out during the quarter.
  • Stonebridge Financial Planning Group sold 451 Arcos Dorados Holdings shares in Q3 2020, an estimated $2K.
  • Stonebridge Financial Planning Group first reported a position in Arcos Dorados Holdings in Q4 2019 and held it in 3 quarters.
  • Stonebridge Financial Planning Group's Arcos Dorados Holdings position peaked at $4K in Q4 2019.
  • 117 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q3 2020.

Based on Stonebridge Financial Planning Group's 13F filing for Q3 2020, filed 26 Oct 2020.