WCM Investment Management’s Brown-Forman Class B BF.B Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2017
Q2 | – | Sell |
-1,385,514
| Closed | -$40.9M | – | 85 |
|
|
2017
Q1 | $40.9M | Buy |
1,385,514
+4,333
| +0.3% | +$128K | 0.44% | 44 |
|
|
2016
Q4 | $39.7M | Buy |
1,381,181
+154,767
| +13% | +$4.45M | 0.48% | 47 |
|
|
2016
Q3 | $37.2M | Buy |
1,226,414
+314,992
| +35% | +$9.56M | 0.42% | 46 |
|
|
2016
Q2 | $29.1M | Buy |
911,422
+95,456
| +12% | +$3.05M | 0.46% | 17 |
|
|
2016
Q1 | $25.7M | Sell |
815,966
-797
| -0.1% | -$25.1K | 0.4% | 18 |
|
|
2015
Q4 | $25.9M | Buy |
816,763
+155,875
| +24% | +$4.95M | 0.53% | 17 |
|
|
2015
Q3 | $20.5M | Sell |
660,888
-47,921
| -7% | -$1.49M | 0.51% | 18 |
|
|
2015
Q2 | $22.7M | Buy |
+708,809
| New | +$22.7M | 0.51% | 22 |
|