Asset Planning Services (Pennsylvania)’s Greene County Bancorp GCBC Stock Holding History

Asset Planning Services (Pennsylvania)’s Portfolio GCBC Stock Details GCBC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-3,012	Closed	-$41K	–	137
2019 Q3	$41K	Hold	3,012	–	–	0.02%	140
2019 Q2	$44K	Hold	3,012	–	–	0.02%	137
2019 Q1	$46K	Hold	3,012	–	–	0.02%	135
2018 Q4	$47K	Hold	3,012	–	–	0.02%	129
2018 Q3	$50K	Hold	3,012	–	–	0.02%	128
2018 Q2	$51K	Hold	3,012	–	–	0.02%	126
2018 Q1	$55K	Hold	3,012	–	–	0.03%	122
2017 Q4	$49K	Hold	3,012	–	–	0.03%	135
2017 Q3	$45K	Hold	3,012	–	–	0.02%	150
2017 Q2	$41K	Hold	3,012	–	–	0.03%	149
2017 Q1	$35K	Hold	3,012	–	–	0.02%	165
2016 Q4	$34K	Buy	3,012 +12	+0.4%	+$117	0.03%	148
2016 Q3	$25K	Sell	3,000 -6,000	-67%	-$50.2K	0.02%	151
2016 Q2	$73K	Sell	9,000 -3,000	-25%	-$26.2K	0.06%	115
2016 Q1	$105K	Buy	+12,000	New	+$102K	0.1%	99

Other funds holding GCBC

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

APWM

Atlas Private Wealth Management Albany, New York $238M AUM 17.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Raffles Associates New York $115M AUM 35.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Asset Planning Services (Pennsylvania)'s GCBC Position: Q4 2019 in Review

Asset Planning Services (Pennsylvania) sold out of Greene County Bancorp (GCBC) in Q4 2019, closing a stake of 3,012 shares — an estimated $41K sold.

Asset Planning Services (Pennsylvania) first reported a position in GCBC in Q1 2016 and held it in 15 quarters. The position peaked at $105K in Q1 2016. 33 funds tracked by Wall St. Rank hold GCBC as of Q4 2019.

Asset Planning Services (Pennsylvania) reported no remaining Greene County Bancorp position as of Q4 2019 after selling out during the quarter.
Asset Planning Services (Pennsylvania) sold 3,012 Greene County Bancorp shares in Q4 2019, an estimated $41K.
Asset Planning Services (Pennsylvania) first reported a position in Greene County Bancorp in Q1 2016 and held it in 15 quarters.
Asset Planning Services (Pennsylvania)'s Greene County Bancorp position peaked at $105K in Q1 2016.
33 funds tracked by Wall St. Rank held Greene County Bancorp as of Q4 2019.

Based on Asset Planning Services (Pennsylvania)'s 13F filing for Q4 2019, filed 12 Feb 2020.