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Wealthcare Capital Management’s Bread Financial BFH Stock Holding History

Wealthcare Capital Management’s Portfolio BFH Stock Details BFH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-338
Closed -$62K – 190
2016
Q4 		$62K Hold
338
– – 0.01% 69
2016
Q3 		$58K Hold
338
– – 0.01% 67
2016
Q2 		$53K Hold
338
– – 0.01% 67
2016
Q1 		$59K Buy
+338
New +$59K 0.01% 73
2015
Q2 		– Sell
-15
Closed -$4K – 429
2015
Q1 		$4K Buy
+15
New +$3.43K ﹤0.01% 674

Other funds holding BFH

VH
ValueAct Holdings San Francisco, California $5.63B AUM 5.11% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Edgewood Management
Edgewood Management Greenwich, Connecticut $9.69B AUM 6.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
WRF
Waddell & Reed Financial Overland Park, Kansas $48.6B AUM 84.78% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return

Wealthcare Capital Management's BFH Position: Q1 2017 in Review

Wealthcare Capital Management sold out of Bread Financial (BFH) in Q1 2017, closing a stake of 338 shares — an estimated $62K sold.

Wealthcare Capital Management first reported a position in BFH in Q1 2015 and held it in 5 quarters. The position peaked at $62K in Q4 2016. 501 funds tracked by Wall St. Rank hold BFH as of Q1 2017.

  • Wealthcare Capital Management reported no remaining Bread Financial position as of Q1 2017 after selling out during the quarter.
  • Wealthcare Capital Management sold 338 Bread Financial shares in Q1 2017, an estimated $62K.
  • Wealthcare Capital Management first reported a position in Bread Financial in Q1 2015 and held it in 5 quarters.
  • Wealthcare Capital Management's Bread Financial position peaked at $62K in Q4 2016.
  • 501 funds tracked by Wall St. Rank held Bread Financial as of Q1 2017.

Based on Wealthcare Capital Management's 13F filing for Q1 2017, filed 11 Apr 2017.