AG
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Advisor Group’s Guidewire Software GWRE Stock Holding History

Advisor Group’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$849K Buy
7,734
+1,100
+17% +$123K 0.01% 1307
2019
Q3 		$698K Sell
6,634
-2,629
-28% -$265K 0.01% 1377
2019
Q2 		$940K Buy
9,263
+1,186
+15% +$121K 0.01% 1151
2019
Q1 		$784K Buy
8,077
+1,901
+31% +$170K 0.01% 1264
2018
Q4 		$495K Buy
6,176
+3,491
+130% +$304K ﹤0.01% 1409
2018
Q3 		$271K Buy
2,685
+1,392
+108% +$134K ﹤0.01% 1937
2018
Q2 		$114K Buy
1,293
+14
+1% +$1.24K ﹤0.01% 2426
2018
Q1 		$104K Buy
1,279
+169
+15% +$13.6K ﹤0.01% 2530
2017
Q4 		$82K Buy
1,110
+229
+26% +$17.7K ﹤0.01% 2727
2017
Q3 		$68K Buy
881
+423
+92% +$31K ﹤0.01% 2710
2017
Q2 		$32K Sell
458
-41
-8% -$2.61K ﹤0.01% 3153
2017
Q1 		$28K Buy
499
+80
+19% +$4.37K ﹤0.01% 3122
2016
Q4 		$20K Buy
419
+18
+4% +$1.01K ﹤0.01% 3221
2016
Q3 		$25K Buy
401
+173
+76% +$10.7K ﹤0.01% 3009
2016
Q2 		$13K Buy
+228
New +$13.1K ﹤0.01% 3328

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
EA
Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

Advisor Group's GWRE Position: Q4 2019 in Review

Advisor Group increased its Guidewire Software (GWRE) stake by 17% in Q4 2019, buying an estimated $123K and bringing the position to 7,734 shares worth $849K. The position accounts for 0.01% of the portfolio, ranked #1307.

Advisor Group first reported a position in GWRE in Q2 2016 and has held it in 15 quarters since. The position peaked at $940K in Q2 2019. 371 funds tracked by Wall St. Rank hold GWRE as of Q4 2019.

  • Advisor Group held 7,734 shares of Guidewire Software worth $849K as of Q4 2019.
  • Advisor Group bought 1,100 Guidewire Software shares in Q4 2019, an estimated $123K.
  • Guidewire Software made up 0.01% of Advisor Group's portfolio in Q4 2019, its #1307 holding.
  • Advisor Group first reported a position in Guidewire Software in Q2 2016 and has held it in 15 quarters since.
  • Advisor Group's Guidewire Software position peaked at $940K in Q2 2019.
  • 371 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.