Wagner Wealth Management (South Carolina)’s Berkshire Hathaway Class A BRK.A Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio BRK.A Stock Details BRK.A Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q3	–	Hold	0	–	–	–	92
2018 Q2	–	Sell	-1	Closed	-$293K	–	94
2018 Q1	$299K	Hold	1	–	–	0.23%	90
2017 Q4	$310K	Buy	+1	New	+$285K	0.23%	87

Other funds holding BRK.A

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

GRQ

Gardner Russo & Quinn Lancaster, Pennsylvania $8.5B AUM 9.79% 1-Year Est. Return

DSA

Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

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

RCG

Ruane, Cunniff & Goldfarb New York $6.03B AUM 12.06% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s BRK.A Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Berkshire Hathaway Class A (BRK.A) position steady in Q3 2018 at 0 shares worth $320K. The position accounts for 0.21% of the portfolio, ranked #92.

Wagner Wealth Management (South Carolina) first reported a position in BRK.A in Q4 2017 and has held it in 2 quarters since. The position peaked at $310K in Q4 2017. 878 funds tracked by Wall St. Rank hold BRK.A as of Q3 2018.

Wagner Wealth Management (South Carolina) held 0 shares of Berkshire Hathaway Class A worth $320K as of Q3 2018.
Wagner Wealth Management (South Carolina) left its Berkshire Hathaway Class A share count unchanged in Q3 2018.
Berkshire Hathaway Class A made up 0.21% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #92 holding.
Wagner Wealth Management (South Carolina) first reported a position in Berkshire Hathaway Class A in Q4 2017 and has held it in 2 quarters since.
Wagner Wealth Management (South Carolina)'s Berkshire Hathaway Class A position peaked at $310K in Q4 2017.
878 funds tracked by Wall St. Rank held Berkshire Hathaway Class A as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.