AA
GRF

Advisory Alpha’s Eagle Capital Growth Fund GRF Stock Holding History

Advisory Alpha’s Portfolio GRF Stock Details GRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,653
Closed -$13K – 100
2016
Q3 		$13K Buy
+1,653
New +$13.2K 0.01% 88

Other funds holding GRF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Creative Planning
Creative Planning Overland Park, Kansas $147B AUM 18.73% 1-Year Est. Return
GWM
Geneos Wealth Management Englewood, Colorado $4.31B AUM 18.36% 1-Year Est. Return
BBPWM
Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Advisory Alpha's GRF Position: Q4 2016 in Review

Advisory Alpha sold out of Eagle Capital Growth Fund (GRF) in Q4 2016, closing a stake of 1,653 shares — an estimated $13K sold.

Advisory Alpha first reported a position in GRF in Q3 2016 and held it in 1 quarter. The position peaked at $13K in Q3 2016. 12 funds tracked by Wall St. Rank hold GRF as of Q4 2016.

  • Advisory Alpha reported no remaining Eagle Capital Growth Fund position as of Q4 2016 after selling out during the quarter.
  • Advisory Alpha sold 1,653 Eagle Capital Growth Fund shares in Q4 2016, an estimated $13K.
  • Advisory Alpha first reported a position in Eagle Capital Growth Fund in Q3 2016 and held it in 1 quarter.
  • Advisory Alpha's Eagle Capital Growth Fund position peaked at $13K in Q3 2016.
  • 12 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q4 2016.

Based on Advisory Alpha's 13F filing for Q4 2016, filed 15 Feb 2017.