WJWM
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Williams Jones Wealth Management’s BGC Group BGC Stock Holding History

Williams Jones Wealth Management’s Portfolio BGC Stock Details BGC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-20,000
Closed -$50K – 423
2020
Q1 		$50K Hold
20,000
– – ﹤0.01% 368
2019
Q4 		$119K Hold
20,000
– – ﹤0.01% 424
2019
Q3 		$110K Buy
+20,000
New +$107K ﹤0.01% 410

Other funds holding BGC

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CCMLC
Cardinal Capital Management LLC (Connecticut) Greenwich, Connecticut $365M AUM 18.32% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
MFS
Mirabella Financial Services London, United Kingdom $1.05B AUM 22.45% 1-Year Est. Return
Point72 Asset Management
Point72 Asset Management Stamford, Connecticut $90.7B AUM 77.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $38.9B AUM 28.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $10.9B AUM 70.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Williams Jones Wealth Management's BGC Position: Q2 2020 in Review

Williams Jones Wealth Management sold out of BGC Group (BGC) in Q2 2020, closing a stake of 20,000 shares — an estimated $50K sold.

Williams Jones Wealth Management first reported a position in BGC in Q3 2019 and held it in 3 quarters. The position peaked at $119K in Q4 2019. 222 funds tracked by Wall St. Rank hold BGC as of Q2 2020.

  • Williams Jones Wealth Management reported no remaining BGC Group position as of Q2 2020 after selling out during the quarter.
  • Williams Jones Wealth Management sold 20,000 BGC Group shares in Q2 2020, an estimated $50K.
  • Williams Jones Wealth Management first reported a position in BGC Group in Q3 2019 and held it in 3 quarters.
  • Williams Jones Wealth Management's BGC Group position peaked at $119K in Q4 2019.
  • 222 funds tracked by Wall St. Rank held BGC Group as of Q2 2020.

Based on Williams Jones Wealth Management's 13F filing for Q2 2020, filed 14 Aug 2020.