WAM
BRFS

Wealthspire Advisors (Maryland)’s BRF SA BRFS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BRFS Stock Details BRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-53
Closed – – 671
2019
Q1 		$0 Hold
53
– – ﹤0.01% 2483
2018
Q4 		$0 Hold
53
– – ﹤0.01% 2434
2018
Q3 		$0 Buy
+53
New +$295 ﹤0.01% 2387
2017
Q3 		– Sell
-30
Closed – – 2265
2017
Q2 		$0 Buy
30
+8
+36% +$102 ﹤0.01% 2198
2017
Q1 		$0 Buy
+22
New +$296 ﹤0.01% 1921

Other funds holding BRFS

Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $7.21B AUM 45.97% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Coatue Management
Coatue Management New York $48.6B AUM 94.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of BRF SA (BRFS) in Q2 2019, closing a stake of 53 shares.

Wealthspire Advisors (Maryland) first reported a position in BRFS in Q1 2017 and held it in 5 quarters. The position peaked at $0 in Q1 2019. 123 funds tracked by Wall St. Rank hold BRFS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining BRF SA position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 53 BRF SA shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in BRF SA in Q1 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s BRF SA position peaked at $0 in Q1 2019.
  • 123 funds tracked by Wall St. Rank held BRF SA as of Q2 2019.

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