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Advisornet Financial’s US Global Investors GROW Stock Holding History

Advisornet Financial’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-2,069
Closed -$3K – 1529
2018
Q2 		$3K Buy
+2,069
New +$5.04K ﹤0.01% 1340

Other funds holding GROW

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AG
Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return
APCM
Arbiter Partners Capital Management New York $175M AUM 99.81% 1-Year Est. Return

Advisornet Financial's GROW Position: Q3 2018 in Review

Advisornet Financial sold out of US Global Investors (GROW) in Q3 2018, closing a stake of 2,069 shares — an estimated $3K sold.

Advisornet Financial first reported a position in GROW in Q2 2018 and held it in 1 quarter. The position peaked at $3K in Q2 2018. 33 funds tracked by Wall St. Rank hold GROW as of Q3 2018.

  • Advisornet Financial reported no remaining US Global Investors position as of Q3 2018 after selling out during the quarter.
  • Advisornet Financial sold 2,069 US Global Investors shares in Q3 2018, an estimated $3K.
  • Advisornet Financial first reported a position in US Global Investors in Q2 2018 and held it in 1 quarter.
  • Advisornet Financial's US Global Investors position peaked at $3K in Q2 2018.
  • 33 funds tracked by Wall St. Rank held US Global Investors as of Q3 2018.

Based on Advisornet Financial's 13F filing for Q3 2018, filed 14 Nov 2018.