CWM
GWRE icon

Cabot Wealth Management’s Guidewire Software GWRE Stock Holding History

Cabot Wealth Management’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-35,108
Closed -$3.55M – 132
2018
Q3 		$3.55M Buy
35,108
+19,128
+120% +$1.84M 0.76% 52
2018
Q2 		$1.42M Buy
+15,980
New +$1.41M 0.32% 74
2014
Q2 		– Sell
-55,121
Closed -$2.7M – 148
2014
Q1 		$2.7M Sell
55,121
-907
-2% -$45.5K 0.71% 64
2013
Q4 		$2.75M Sell
56,028
-155
-0.3% -$7.31K 0.72% 69
2013
Q3 		$2.65M Sell
56,183
-1,048
-2% -$47.1K 0.79% 63
2013
Q2 		$2.41M Buy
+57,231
New +$2.29M 0.83% 48

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Cabot Wealth Management's GWRE Position: Q4 2018 in Review

Cabot Wealth Management sold out of Guidewire Software (GWRE) in Q4 2018, closing a stake of 35,108 shares — an estimated $3.55M sold.

Cabot Wealth Management first reported a position in GWRE in Q2 2013 and held it in 6 quarters. The position peaked at $3.55M in Q3 2018. 311 funds tracked by Wall St. Rank hold GWRE as of Q4 2018.

  • Cabot Wealth Management reported no remaining Guidewire Software position as of Q4 2018 after selling out during the quarter.
  • Cabot Wealth Management sold 35,108 Guidewire Software shares in Q4 2018, an estimated $3.55M.
  • Cabot Wealth Management first reported a position in Guidewire Software in Q2 2013 and held it in 6 quarters.
  • Cabot Wealth Management's Guidewire Software position peaked at $3.55M in Q3 2018.
  • 311 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2018.

Based on Cabot Wealth Management's 13F filing for Q4 2018, filed 12 Feb 2019.