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Tower View Wealth Management’s Brady Corp BRC Stock Holding History

Tower View Wealth Management’s Portfolio BRC Stock Details BRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-390
Closed -$17K – 140
2018
Q3 		$17K Hold
390
– – 0.01% 115
2018
Q2 		$15K Hold
390
– – 0.01% 112
2018
Q1 		$14K Hold
390
– – 0.01% 111
2017
Q4 		$15K Buy
+390
New +$15K 0.01% 115

Other funds holding BRC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $10B AUM 42.59% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Tower View Wealth Management's BRC Position: Q4 2018 in Review

Tower View Wealth Management sold out of Brady Corp (BRC) in Q4 2018, closing a stake of 390 shares — an estimated $17K sold.

Tower View Wealth Management first reported a position in BRC in Q4 2017 and held it in 4 quarters. The position peaked at $17K in Q3 2018. 201 funds tracked by Wall St. Rank hold BRC as of Q4 2018.

  • Tower View Wealth Management reported no remaining Brady Corp position as of Q4 2018 after selling out during the quarter.
  • Tower View Wealth Management sold 390 Brady Corp shares in Q4 2018, an estimated $17K.
  • Tower View Wealth Management first reported a position in Brady Corp in Q4 2017 and held it in 4 quarters.
  • Tower View Wealth Management's Brady Corp position peaked at $17K in Q3 2018.
  • 201 funds tracked by Wall St. Rank held Brady Corp as of Q4 2018.

Based on Tower View Wealth Management's 13F filing for Q4 2018, filed 4 Jan 2019.