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Wealthspire Advisors (Maryland)’s Buckle BKE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BKE Stock Details BKE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-948
Closed -$18K – 649
2019
Q1 		$18K Sell
948
-174
-16% -$3.18K ﹤0.01% 1312
2018
Q4 		$22K Buy
1,122
+1
+0.1% +$20 ﹤0.01% 1162
2018
Q3 		$26K Buy
1,121
+8
+0.7% +$197 ﹤0.01% 1193
2018
Q2 		$30K Buy
1,113
+37
+3% +$916 ﹤0.01% 1148
2018
Q1 		$24K Buy
1,076
+135
+14% +$2.84K ﹤0.01% 1236
2017
Q4 		$22K Buy
941
+7
+0.7% +$138 ﹤0.01% 1295
2017
Q3 		$16K Buy
934
+87
+10% +$1.38K ﹤0.01% 1375
2017
Q2 		$15K Buy
847
+15
+2% +$267 ﹤0.01% 1360
2017
Q1 		$15K Buy
832
+18
+2% +$363 ﹤0.01% 1176
2016
Q4 		$19K Sell
814
-148
-15% -$3.4K ﹤0.01% 1033
2016
Q3 		$23K Buy
962
+213
+28% +$5.49K ﹤0.01% 1011
2016
Q2 		$19K Buy
749
+128
+21% +$3.45K ﹤0.01% 1002
2016
Q1 		$21K Buy
621
+67
+12% +$2.04K ﹤0.01% 954
2015
Q4 		$17K Buy
+554
New +$18.4K ﹤0.01% 1013

Other funds holding BKE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
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
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Robeco Institutional Asset Management
Robeco Institutional Asset Management Rotterdam, Netherlands $70.2B AUM 29.99% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
SIM
Sprucegrove Investment Management Toronto, Ontario, Canada $625M AUM 21.08% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Buckle (BKE) in Q2 2019, closing a stake of 948 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in BKE in Q4 2015 and held it in 14 quarters. The position peaked at $30K in Q2 2018. 168 funds tracked by Wall St. Rank hold BKE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Buckle position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 948 Buckle shares in Q2 2019, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in Buckle in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Buckle position peaked at $30K in Q2 2018.
  • 168 funds tracked by Wall St. Rank held Buckle as of Q2 2019.

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