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Vontobel Swiss Wealth Advisors’s Bunge Global BG Stock Holding History

Vontobel Swiss Wealth Advisors’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		– Sell
-7,200
Closed -$401K – 104
2019
Q2 		$401K Buy
+7,200
New +$384K 0.22% 89
2017
Q3 		– Sell
-2,781
Closed -$207K – 72
2017
Q2 		$207K Sell
2,781
-460
-14% -$35K 0.13% 65
2017
Q1 		$257K Sell
3,241
-23,404
-88% -$1.75M 0.14% 58
2016
Q4 		$1.93M Buy
26,645
+176
+0.7% +$11.7K 1.18% 28
2016
Q3 		$1.57M Buy
26,469
+600
+2% +$37.3K 0.84% 35
2016
Q2 		$1.38M Sell
25,869
-1,760
-6% -$108K 0.82% 40
2016
Q1 		$1.57M Buy
27,629
+2,850
+12% +$163K 0.83% 39
2015
Q4 		$1.69M Buy
+24,779
New +$1.75M 1% 36

Other funds holding BG

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CGC
Continental Grain Company New York $366M AUM 0.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Vontobel Swiss Wealth Advisors's BG Position: Q3 2019 in Review

Vontobel Swiss Wealth Advisors sold out of Bunge Global (BG) in Q3 2019, closing a stake of 7,200 shares — an estimated $401K sold.

Vontobel Swiss Wealth Advisors first reported a position in BG in Q4 2015 and held it in 8 quarters. The position peaked at $1.93M in Q4 2016. 382 funds tracked by Wall St. Rank hold BG as of Q3 2019.

  • Vontobel Swiss Wealth Advisors reported no remaining Bunge Global position as of Q3 2019 after selling out during the quarter.
  • Vontobel Swiss Wealth Advisors sold 7,200 Bunge Global shares in Q3 2019, an estimated $401K.
  • Vontobel Swiss Wealth Advisors first reported a position in Bunge Global in Q4 2015 and held it in 8 quarters.
  • Vontobel Swiss Wealth Advisors's Bunge Global position peaked at $1.93M in Q4 2016.
  • 382 funds tracked by Wall St. Rank held Bunge Global as of Q3 2019.

Based on Vontobel Swiss Wealth Advisors's 13F filing for Q3 2019, filed 25 Oct 2019.