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TRUE Private Wealth Advisors’s Bright Horizons BFAM Stock Holding History

TRUE Private Wealth Advisors’s Portfolio BFAM Stock Details BFAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-162
Closed -$19.1K – 303
2018
Q3 		$19.1K Buy
+162
New +$18.3K ﹤0.01% 619

Other funds holding BFAM

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Select Equity Group
Select Equity Group New York $20.2B AUM 17.52% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TRUE Private Wealth Advisors's BFAM Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Bright Horizons (BFAM) in Q4 2018, closing a stake of 162 shares — an estimated $19.1K sold.

TRUE Private Wealth Advisors first reported a position in BFAM in Q3 2018 and held it in 1 quarter. The position peaked at $19.1K in Q3 2018. 303 funds tracked by Wall St. Rank hold BFAM as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Bright Horizons position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 162 Bright Horizons shares in Q4 2018, an estimated $19.1K.
  • TRUE Private Wealth Advisors first reported a position in Bright Horizons in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Bright Horizons position peaked at $19.1K in Q3 2018.
  • 303 funds tracked by Wall St. Rank held Bright Horizons as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.