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Bellwether Investment Group’s Gaia GAIA Stock Holding History

Bellwether Investment Group’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-400
Closed -$4K – 271
2017
Q1 		$4K Hold
400
– – 0.01% 647
2016
Q4 		$3K Buy
+400
New +$3.22K ﹤0.01% 854

Other funds holding GAIA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return
VNA
VNBTrust National Association Charlottesville, Virginia $271M AUM 13.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
ARM
Adirondack Research & Management Guilderland, New York $82.2M AUM 63.78% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Bellwether Investment Group's GAIA Position: Q2 2017 in Review

Bellwether Investment Group sold out of Gaia (GAIA) in Q2 2017, closing a stake of 400 shares — an estimated $4K sold.

Bellwether Investment Group first reported a position in GAIA in Q4 2016 and held it in 2 quarters. The position peaked at $4K in Q1 2017. 53 funds tracked by Wall St. Rank hold GAIA as of Q2 2017.

  • Bellwether Investment Group reported no remaining Gaia position as of Q2 2017 after selling out during the quarter.
  • Bellwether Investment Group sold 400 Gaia shares in Q2 2017, an estimated $4K.
  • Bellwether Investment Group first reported a position in Gaia in Q4 2016 and held it in 2 quarters.
  • Bellwether Investment Group's Gaia position peaked at $4K in Q1 2017.
  • 53 funds tracked by Wall St. Rank held Gaia as of Q2 2017.

Based on Bellwether Investment Group's 13F filing for Q2 2017, filed 8 Aug 2017.