CIAS
GWGH

Capital Investment Advisory Services’s GWG Holdings, Inc GWGH Stock Holding History

Capital Investment Advisory Services’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-55
Closed -$1K – 1353
2019
Q3 		$1K Hold
55
– – ﹤0.01% 1360
2019
Q2 		$0 Hold
55
– – ﹤0.01% 1478
2019
Q1 		$1K Hold
55
– – ﹤0.01% 1190
2018
Q4 		$0 Buy
+55
New +$349 ﹤0.01% 1227

Other funds holding GWGH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
LSA
Lion Street Advisors Austin, Texas $289M AUM 3.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
California State Teachers Retirement System (CalSTRS)
California State Teachers Retirement System (CalSTRS) West Sacramento, California $94.5B AUM 29.33% 1-Year Est. Return

Capital Investment Advisory Services's GWGH Position: Q4 2019 in Review

Capital Investment Advisory Services sold out of GWG Holdings, Inc (GWGH) in Q4 2019, closing a stake of 55 shares — an estimated $1K sold.

Capital Investment Advisory Services first reported a position in GWGH in Q4 2018 and held it in 4 quarters. The position peaked at $1K in Q3 2019. 23 funds tracked by Wall St. Rank hold GWGH as of Q4 2019.

  • Capital Investment Advisory Services reported no remaining GWG Holdings, Inc position as of Q4 2019 after selling out during the quarter.
  • Capital Investment Advisory Services sold 55 GWG Holdings, Inc shares in Q4 2019, an estimated $1K.
  • Capital Investment Advisory Services first reported a position in GWG Holdings, Inc in Q4 2018 and held it in 4 quarters.
  • Capital Investment Advisory Services's GWG Holdings, Inc position peaked at $1K in Q3 2019.
  • 23 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q4 2019.

Based on Capital Investment Advisory Services's 13F filing for Q4 2019, filed 4 Feb 2020.