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Strategic Investment Management’s BGC Group BGC Stock Holding History

Strategic Investment 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
2017
Q1 		– Sell
-21,302
Closed -$140K – 23
2016
Q4 		$140K Hold
21,302
– – 0.01% 101
2016
Q3 		$119K Hold
21,302
– – 0.09% 93
2016
Q2 		$119K Sell
21,302
-17,152
-45% -$99.5K 0.06% 82
2016
Q1 		$223K Buy
+38,454
New +$221K 0.11% 71

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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
EAM
Edge Asset Management Seattle, Washington $13.2B AUM 19.52% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Strategic Investment Management's BGC Position: Q1 2017 in Review

Strategic Investment Management sold out of BGC Group (BGC) in Q1 2017, closing a stake of 21,302 shares — an estimated $140K sold.

Strategic Investment Management first reported a position in BGC in Q1 2016 and held it in 4 quarters. The position peaked at $223K in Q1 2016. 227 funds tracked by Wall St. Rank hold BGC as of Q1 2017.

  • Strategic Investment Management reported no remaining BGC Group position as of Q1 2017 after selling out during the quarter.
  • Strategic Investment Management sold 21,302 BGC Group shares in Q1 2017, an estimated $140K.
  • Strategic Investment Management first reported a position in BGC Group in Q1 2016 and held it in 4 quarters.
  • Strategic Investment Management's BGC Group position peaked at $223K in Q1 2016.
  • 227 funds tracked by Wall St. Rank held BGC Group as of Q1 2017.

Based on Strategic Investment Management's 13F filing for Q1 2017, filed 15 May 2017.