American Portfolios Advisors’s Eagle Capital Growth Fund GRF Stock Holding History

American Portfolios Advisors’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
2020 Q1	–	Sell	-3,000	Closed	-$24.1K	–	2831
2019 Q4	$24.1K	Hold	3,000	–	–	﹤0.01%	1652
2019 Q3	$24K	Hold	3,000	–	–	﹤0.01%	1597
2019 Q2	$23.9K	Sell	3,000 -2,500	-45%	-$19.2K	﹤0.01%	1609
2019 Q1	$41.7K	Sell	5,500 -750	-12%	-$5.58K	﹤0.01%	1270
2018 Q4	$45.6K	Hold	6,250	–	–	0.01%	1050
2018 Q3	$50.1K	Buy	+6,250	New	+$49.5K	0.01%	1109

Other funds holding GRF

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

CCP

Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return

Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

American Portfolios Advisors's GRF Position: Q1 2020 in Review

American Portfolios Advisors sold out of Eagle Capital Growth Fund (GRF) in Q1 2020, closing a stake of 3,000 shares — an estimated $24.1K sold.

American Portfolios Advisors first reported a position in GRF in Q3 2018 and held it in 6 quarters. The position peaked at $50.1K in Q3 2018. 10 funds tracked by Wall St. Rank hold GRF as of Q1 2020.

American Portfolios Advisors reported no remaining Eagle Capital Growth Fund position as of Q1 2020 after selling out during the quarter.
American Portfolios Advisors sold 3,000 Eagle Capital Growth Fund shares in Q1 2020, an estimated $24.1K.
American Portfolios Advisors first reported a position in Eagle Capital Growth Fund in Q3 2018 and held it in 6 quarters.
American Portfolios Advisors's Eagle Capital Growth Fund position peaked at $50.1K in Q3 2018.
10 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q1 2020.

Based on American Portfolios Advisors's 13F filing for Q1 2020, filed 24 Mar 2023.