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Westside Investment Management’s Brunswick BC Stock Holding History

Westside Investment Management’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
2018
Q4 		– Sell
-93
Closed -$6.19K – 700
2018
Q3 		$6.19K Buy
+93
New +$6.16K ﹤0.01% 568
2017
Q4 		– Sell
-184
Closed -$10.5K – 846
2017
Q3 		$10.5K Buy
184
+24
+15% +$1.35K 0.01% 535
2017
Q2 		$9.74K Buy
160
+47
+42% +$2.74K 0.01% 542
2017
Q1 		$6.58K Hold
113
– – ﹤0.01% 585
2016
Q4 		$6.28K Buy
+113
New +$5.59K ﹤0.01% 482

Other funds holding BC

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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
LCM
Lakewood Capital Management New York $1.58B AUM 0.92% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

Westside Investment Management's BC Position: Q4 2018 in Review

Westside Investment Management sold out of Brunswick (BC) in Q4 2018, closing a stake of 93 shares — an estimated $6.19K sold.

Westside Investment Management first reported a position in BC in Q4 2016 and held it in 5 quarters. The position peaked at $10.5K in Q3 2017. 341 funds tracked by Wall St. Rank hold BC as of Q4 2018.

  • Westside Investment Management reported no remaining Brunswick position as of Q4 2018 after selling out during the quarter.
  • Westside Investment Management sold 93 Brunswick shares in Q4 2018, an estimated $6.19K.
  • Westside Investment Management first reported a position in Brunswick in Q4 2016 and held it in 5 quarters.
  • Westside Investment Management's Brunswick position peaked at $10.5K in Q3 2017.
  • 341 funds tracked by Wall St. Rank held Brunswick as of Q4 2018.

Based on Westside Investment Management's 13F filing for Q4 2018, filed 5 Feb 2019.