BCWM
GIC icon

Bartlett & Co Wealth Management’s Global Industrial GIC Stock Holding History

Bartlett & Co Wealth Management’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,200
Closed -$30.2K – 865
2019
Q4 		$30.2K Hold
1,200
– – ﹤0.01% 604
2019
Q3 		$26.4K Buy
+1,200
New +$25.1K ﹤0.01% 618

Other funds holding GIC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bartlett & Co Wealth Management's GIC Position: Q1 2020 in Review

Bartlett & Co Wealth Management sold out of Global Industrial (GIC) in Q1 2020, closing a stake of 1,200 shares — an estimated $30.2K sold.

Bartlett & Co Wealth Management first reported a position in GIC in Q3 2019 and held it in 2 quarters. The position peaked at $30.2K in Q4 2019. 90 funds tracked by Wall St. Rank hold GIC as of Q1 2020.

  • Bartlett & Co Wealth Management reported no remaining Global Industrial position as of Q1 2020 after selling out during the quarter.
  • Bartlett & Co Wealth Management sold 1,200 Global Industrial shares in Q1 2020, an estimated $30.2K.
  • Bartlett & Co Wealth Management first reported a position in Global Industrial in Q3 2019 and held it in 2 quarters.
  • Bartlett & Co Wealth Management's Global Industrial position peaked at $30.2K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held Global Industrial as of Q1 2020.

Based on Bartlett & Co Wealth Management's 13F filing for Q1 2020, filed 13 Feb 2024.