Berman Capital Advisors’s Glacier Bancorp GBCI Stock Holding History

Berman Capital Advisors’s Portfolio GBCI Stock Details GBCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q3	$17K	Hold	311	–	–	﹤0.01%	1031
2021 Q2	$17K	Hold	311	–	–	﹤0.01%	963
2021 Q1	$17K	Hold	311	–	–	﹤0.01%	839
2020 Q4	$14K	Hold	311	–	–	﹤0.01%	785
2020 Q3	$9K	Sell	311 -109	-26%	-$3.77K	﹤0.01%	827
2020 Q2	$14K	Buy	420 +20	+5%	+$742	﹤0.01%	647
2020 Q1	$13K	Sell	400 -273	-41%	-$10.9K	﹤0.01%	601
2019 Q4	$30K	Hold	673	–	–	0.01%	426
2019 Q3	$27K	Hold	673	–	–	0.01%	424
2019 Q2	$27K	Hold	673	–	–	0.01%	427
2019 Q1	$26K	Hold	673	–	–	0.01%	395
2018 Q4	$26K	Buy	+673	New	+$28.9K	0.01%	335

Other funds holding GBCI

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

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

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

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

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Berman Capital Advisors's GBCI Position: Q3 2021 in Review

Berman Capital Advisors held its Glacier Bancorp (GBCI) position steady in Q3 2021 at 311 shares worth $17K. The position accounts for ﹤0.01% of the portfolio, ranked #1031.

Berman Capital Advisors first reported a position in GBCI in Q4 2018 and has held it in 12 quarters since. The position peaked at $30K in Q4 2019. 302 funds tracked by Wall St. Rank hold GBCI as of Q3 2021.

Berman Capital Advisors held 311 shares of Glacier Bancorp worth $17K as of Q3 2021.
Berman Capital Advisors left its Glacier Bancorp share count unchanged in Q3 2021.
Glacier Bancorp made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1031 holding.
Berman Capital Advisors first reported a position in Glacier Bancorp in Q4 2018 and has held it in 12 quarters since.
Berman Capital Advisors's Glacier Bancorp position peaked at $30K in Q4 2019.
302 funds tracked by Wall St. Rank held Glacier Bancorp as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.