Wealthspire Advisors (Maryland)’s Brunswick BC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BC Stock Details BC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-68	Closed	-$3K	–	614
2019 Q1	$3K	Buy	68 +38	+127%	+$1.92K	﹤0.01%	1974
2018 Q4	$1K	Sell	30 -35	-54%	-$1.87K	﹤0.01%	2224
2018 Q3	$4K	Hold	65	–	–	﹤0.01%	1876
2018 Q2	$4K	Buy	65 +13	+25%	+$811	﹤0.01%	1856
2018 Q1	$3K	Sell	52 -1,554	-97%	-$91.9K	﹤0.01%	1991
2017 Q4	$89K	Sell	1,606 -1,049	-40%	-$57.1K	0.01%	759
2017 Q3	$149K	Buy	2,655 +105	+4%	+$5.89K	0.02%	568
2017 Q2	$160K	Buy	2,550 +1,529	+150%	+$89K	0.02%	529
2017 Q1	$62K	Buy	1,021 +8	+0.8%	+$473	0.01%	746
2016 Q4	$55K	Hold	1,013	–	–	0.01%	742
2016 Q3	$49K	Hold	1,013	–	–	0.01%	775
2016 Q2	$46K	Hold	1,013	–	–	0.01%	757
2016 Q1	$49K	Hold	1,013	–	–	0.01%	705
2015 Q4	$51K	Buy	+1,013	New	+$52.2K	0.01%	706

Other funds holding BC

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

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

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

LCM

Lakewood Capital Management New York $1.58B AUM 0.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

CCM

Cantillon Capital Management New York $15.1B AUM 23.54% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

MWA

Marshall Wace Asia Central, Hong Kong $4.23B AUM 69.9% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Brunswick (BC) in Q2 2019, closing a stake of 68 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in BC in Q4 2015 and held it in 14 quarters. The position peaked at $160K in Q2 2017. 306 funds tracked by Wall St. Rank hold BC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Brunswick position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 68 Brunswick shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Brunswick in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Brunswick position peaked at $160K in Q2 2017.
306 funds tracked by Wall St. Rank held Brunswick as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.