AssetMark Inc’s Great Western Bancorp, Inc. GWB Stock Holding History

AssetMark Inc’s Portfolio GWB Stock Details GWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-19	Closed	-$1K	–	2134
2017 Q4	$1K	Buy	+19	New	+$769	﹤0.01%	1776
2016 Q4	–	Sell	-105	Closed	-$4K	–	1426
2016 Q3	$4K	Buy	+105	New	+$3.47K	﹤0.01%	1074

Other funds holding GWB

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

AssetMark Inc's GWB Position: Q1 2018 in Review

AssetMark Inc sold out of Great Western Bancorp, Inc. (GWB) in Q1 2018, closing a stake of 19 shares — an estimated $1K sold.

AssetMark Inc first reported a position in GWB in Q3 2016 and held it in 2 quarters. The position peaked at $4K in Q3 2016. 191 funds tracked by Wall St. Rank hold GWB as of Q1 2018.

AssetMark Inc reported no remaining Great Western Bancorp, Inc. position as of Q1 2018 after selling out during the quarter.
AssetMark Inc sold 19 Great Western Bancorp, Inc. shares in Q1 2018, an estimated $1K.
AssetMark Inc first reported a position in Great Western Bancorp, Inc. in Q3 2016 and held it in 2 quarters.
AssetMark Inc's Great Western Bancorp, Inc. position peaked at $4K in Q3 2016.
191 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q1 2018.

Based on AssetMark Inc's 13F filing for Q1 2018, filed 16 May 2018.