Wakefield Asset Management’s BioTelemetry, Inc. BEAT Stock Holding History

Wakefield Asset Management’s Portfolio BEAT Stock Details BEAT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-8,922	Closed	-$559K	–	246
2019 Q1	$559K	Buy	8,922 +1,854	+26%	+$127K	0.2%	112
2018 Q4	$422K	Buy	+7,068	New	+$424K	0.18%	103

Other funds holding BEAT

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

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

ACH

ArrowMark Colorado Holdings Denver, Colorado $3.76B AUM 21.77% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return

SIMG

Stephens Investment Management Group Houston, Texas $7.3B AUM 41.96% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wakefield Asset Management's BEAT Position: Q2 2019 in Review

Wakefield Asset Management sold out of BioTelemetry, Inc. (BEAT) in Q2 2019, closing a stake of 8,922 shares — an estimated $559K sold.

Wakefield Asset Management first reported a position in BEAT in Q4 2018 and held it in 2 quarters. The position peaked at $559K in Q1 2019. 251 funds tracked by Wall St. Rank hold BEAT as of Q2 2019.

Wakefield Asset Management reported no remaining BioTelemetry, Inc. position as of Q2 2019 after selling out during the quarter.
Wakefield Asset Management sold 8,922 BioTelemetry, Inc. shares in Q2 2019, an estimated $559K.
Wakefield Asset Management first reported a position in BioTelemetry, Inc. in Q4 2018 and held it in 2 quarters.
Wakefield Asset Management's BioTelemetry, Inc. position peaked at $559K in Q1 2019.
251 funds tracked by Wall St. Rank held BioTelemetry, Inc. as of Q2 2019.

Based on Wakefield Asset Management's 13F filing for Q2 2019, filed 13 Aug 2019.