Transform Wealth’s BGC Group BGC Stock Holding History

Transform Wealth’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	-66,243	Closed	-$644K	–	238
2017 Q4	$644K	Buy	+66,243	New	+$669K	0.12%	171

Other funds holding BGC

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 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 $18.6B AUM 15.81% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Transform Wealth's BGC Position: Q1 2018 in Review

Transform Wealth sold out of BGC Group (BGC) in Q1 2018, closing a stake of 66,243 shares — an estimated $644K sold.

Transform Wealth first reported a position in BGC in Q4 2017 and held it in 1 quarter. The position peaked at $644K in Q4 2017. 315 funds tracked by Wall St. Rank hold BGC as of Q1 2018.

Transform Wealth reported no remaining BGC Group position as of Q1 2018 after selling out during the quarter.
Transform Wealth sold 66,243 BGC Group shares in Q1 2018, an estimated $644K.
Transform Wealth first reported a position in BGC Group in Q4 2017 and held it in 1 quarter.
Transform Wealth's BGC Group position peaked at $644K in Q4 2017.
315 funds tracked by Wall St. Rank held BGC Group as of Q1 2018.

Based on Transform Wealth's 13F filing for Q1 2018, filed 3 May 2018.