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Wealth Architects’s BGC Group BGC Stock Holding History

Wealth Architects’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-30,000
Closed -$155K – 141
2018
Q4 		$155K Buy
+30,000
New +$198K 0.06% 118
2017
Q1 		– Sell
-70,384
Closed -$463K – 125
2016
Q4 		$463K Buy
+70,384
New +$427K 0.21% 61

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wealth Architects's BGC Position: Q1 2019 in Review

Wealth Architects sold out of BGC Group (BGC) in Q1 2019, closing a stake of 30,000 shares — an estimated $155K sold.

Wealth Architects first reported a position in BGC in Q4 2016 and held it in 2 quarters. The position peaked at $463K in Q4 2016. 252 funds tracked by Wall St. Rank hold BGC as of Q1 2019.

  • Wealth Architects reported no remaining BGC Group position as of Q1 2019 after selling out during the quarter.
  • Wealth Architects sold 30,000 BGC Group shares in Q1 2019, an estimated $155K.
  • Wealth Architects first reported a position in BGC Group in Q4 2016 and held it in 2 quarters.
  • Wealth Architects's BGC Group position peaked at $463K in Q4 2016.
  • 252 funds tracked by Wall St. Rank held BGC Group as of Q1 2019.

Based on Wealth Architects's 13F filing for Q1 2019, filed 1 May 2019.