WAM
BGG

Wealthspire Advisors (Maryland)’s Briggs & Stratton Corp. BGG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BGG Stock Details BGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-516
Closed -$6K – 2403
2019
Q1 		$6K Hold
516
– – ﹤0.01% 1790
2018
Q4 		$7K Sell
516
-181
-26% -$2.79K ﹤0.01% 1627
2018
Q3 		$13K Buy
697
+65
+10% +$1.23K ﹤0.01% 1450
2018
Q2 		$11K Buy
632
+5
+0.8% +$95 ﹤0.01% 1518
2018
Q1 		$13K Buy
627
+5
+0.8% +$117 ﹤0.01% 1480
2017
Q4 		$16K Buy
622
+122
+24% +$3K ﹤0.01% 1416
2017
Q3 		$12K Sell
500
-4
-0.8% -$91 ﹤0.01% 1529
2017
Q2 		$12K Buy
504
+4
+0.8% +$95 ﹤0.01% 1479
2017
Q1 		$11K Hold
500
– – ﹤0.01% 1325
2016
Q4 		$11K Sell
500
-240
-32% -$4.89K ﹤0.01% 1208
2016
Q3 		$14K Hold
740
– – ﹤0.01% 1169
2016
Q2 		$16K Buy
740
+240
+48% +$5.19K ﹤0.01% 1081
2016
Q1 		$12K Hold
500
– – ﹤0.01% 1148
2015
Q4 		$9K Buy
+500
New +$9.36K ﹤0.01% 1236

Other funds holding BGG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Briggs & Stratton Corp. (BGG) in Q2 2019, closing a stake of 516 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in BGG in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q4 2017. 170 funds tracked by Wall St. Rank hold BGG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Briggs & Stratton Corp. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 516 Briggs & Stratton Corp. shares in Q2 2019, an estimated $6K.
  • Wealthspire Advisors (Maryland) first reported a position in Briggs & Stratton Corp. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Briggs & Stratton Corp. position peaked at $16K in Q4 2017.
  • 170 funds tracked by Wall St. Rank held Briggs & Stratton Corp. as of Q2 2019.

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