Cambridge Investment Research Advisors
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Cambridge Investment Research Advisors’s US Global Investors GROW Stock Holding History

Cambridge Investment Research Advisors’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q1 		– Sell
-70,560
Closed -$385K – 2920
2020
Q4 		$385K Hold
70,560
– – ﹤0.01% 1953
2020
Q3 		$168K Sell
70,560
-54,695
-44% -$166K ﹤0.01% 2291
2020
Q2 		$238K Sell
125,255
-490
-0.4% -$888 ﹤0.01% 2060
2020
Q1 		$122K Sell
125,745
-1,265
-1% -$1.54K ﹤0.01% 2074
2019
Q4 		$183K Sell
127,010
-5,158
-4% -$8.31K ﹤0.01% 2240
2019
Q3 		$263K Buy
132,168
+300
+0.2% +$571 ﹤0.01% 1922
2019
Q2 		$239K Sell
131,868
-13,396
-9% -$16.1K ﹤0.01% 1896
2019
Q1 		$158K Sell
145,264
-3,037
-2% -$3.74K ﹤0.01% 2127
2018
Q4 		$163K Buy
148,301
+10
+0% +$13 ﹤0.01% 1968
2018
Q3 		$225K Sell
148,291
-2,993
-2% -$5.06K ﹤0.01% 1981
2018
Q2 		$244K Sell
151,284
-3,485
-2% -$8.49K ﹤0.01% 1871
2018
Q1 		$392K Buy
154,769
+726
+0.5% +$2.53K ﹤0.01% 1483
2017
Q4 		$601K Buy
+154,043
New +$522K 0.01% 1214

Other funds holding GROW

PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
HA
Heartland Advisors Milwaukee, Wisconsin $1.96B AUM 28.26% 1-Year Est. Return
DC
Diametric Capital Boston, Massachusetts $385M AUM 31.69% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Prelude Capital Management New York $1.31B AUM 62.01% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
EI
EAM Investors Solana Beach, California $866M AUM 377.14% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

Cambridge Investment Research Advisors's GROW Position: Q1 2021 in Review

Cambridge Investment Research Advisors sold out of US Global Investors (GROW) in Q1 2021, closing a stake of 70,560 shares — an estimated $385K sold.

Cambridge Investment Research Advisors first reported a position in GROW in Q4 2017 and held it in 13 quarters. The position peaked at $601K in Q4 2017. 38 funds tracked by Wall St. Rank hold GROW as of Q1 2021.

  • Cambridge Investment Research Advisors reported no remaining US Global Investors position as of Q1 2021 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 70,560 US Global Investors shares in Q1 2021, an estimated $385K.
  • Cambridge Investment Research Advisors first reported a position in US Global Investors in Q4 2017 and held it in 13 quarters.
  • Cambridge Investment Research Advisors's US Global Investors position peaked at $601K in Q4 2017.
  • 38 funds tracked by Wall St. Rank held US Global Investors as of Q1 2021.

Based on Cambridge Investment Research Advisors's 13F filing for Q1 2021, filed 7 May 2021.