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WealthTrust-Arizona’s Bunge Global BG Stock Holding History

WealthTrust-Arizona’s Portfolio BG Stock Details BG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-524
Closed -$42K – 638
2017
Q1 		$42K Sell
524
-1
-0.2% -$75 0.02% 173
2016
Q4 		$38K Sell
525
-80
-13% -$5.33K 0.02% 178
2016
Q3 		$36K Sell
605
-28
-4% -$1.74K 0.02% 180
2016
Q2 		$37K Buy
633
+191
+43% +$11.7K 0.02% 175
2016
Q1 		$25K Sell
442
-187
-30% -$10.7K 0.02% 202
2015
Q4 		$43K Buy
629
+218
+53% +$15.4K 0.03% 163
2015
Q3 		$30K Buy
411
+5
+1% +$387 0.02% 205
2015
Q2 		$36K Buy
406
+16
+4% +$1.42K 0.02% 200
2015
Q1 		$32K Hold
390
– – 0.02% 204
2014
Q4 		$35K Hold
390
– – 0.03% 192
2014
Q3 		$33K Sell
390
-85
-18% -$6.86K 0.04% 208
2014
Q2 		$36K Sell
475
-12
-2% -$928 0.04% 208
2014
Q1 		$39K Hold
487
– – 0.04% 190
2013
Q4 		$40K Sell
487
-4
-0.8% -$323 0.05% 168
2013
Q3 		$37K Hold
491
– – 0.05% 164
2013
Q2 		$35K Buy
+491
New +$34.6K 0.05% 161

Other funds holding BG

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $318M AUM 27.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

WealthTrust-Arizona's BG Position: Q2 2017 in Review

WealthTrust-Arizona sold out of Bunge Global (BG) in Q2 2017, closing a stake of 524 shares — an estimated $42K sold.

WealthTrust-Arizona first reported a position in BG in Q2 2013 and held it in 16 quarters. The position peaked at $43K in Q4 2015. 401 funds tracked by Wall St. Rank hold BG as of Q2 2017.

  • WealthTrust-Arizona reported no remaining Bunge Global position as of Q2 2017 after selling out during the quarter.
  • WealthTrust-Arizona sold 524 Bunge Global shares in Q2 2017, an estimated $42K.
  • WealthTrust-Arizona first reported a position in Bunge Global in Q2 2013 and held it in 16 quarters.
  • WealthTrust-Arizona's Bunge Global position peaked at $43K in Q4 2015.
  • 401 funds tracked by Wall St. Rank held Bunge Global as of Q2 2017.

Based on WealthTrust-Arizona's 13F filing for Q2 2017, filed 21 Jul 2017.