BCA
GWB

Berman Capital Advisors’s Great Western Bancorp, Inc. GWB Stock Holding History

Berman Capital Advisors’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
2020
Q3 		– Sell
-48
Closed – – 1845
2020
Q2 		$0 Buy
+48
New +$762 ﹤0.01% 1903

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Berman Capital Advisors's GWB Position: Q3 2020 in Review

Berman Capital Advisors sold out of Great Western Bancorp, Inc. (GWB) in Q3 2020, closing a stake of 48 shares.

Berman Capital Advisors first reported a position in GWB in Q2 2020 and held it in 1 quarter. The position peaked at $0 in Q2 2020. 150 funds tracked by Wall St. Rank hold GWB as of Q3 2020.

  • Berman Capital Advisors reported no remaining Great Western Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
  • Berman Capital Advisors sold 48 Great Western Bancorp, Inc. shares in Q3 2020.
  • Berman Capital Advisors first reported a position in Great Western Bancorp, Inc. in Q2 2020 and held it in 1 quarter.
  • Berman Capital Advisors's Great Western Bancorp, Inc. position peaked at $0 in Q2 2020.
  • 150 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q3 2020.

Based on Berman Capital Advisors's 13F filing for Q3 2020, filed 5 Nov 2020.