Catalyst Capital Advisors’s Goosehead Insurance GSHD Stock Holding History

Catalyst Capital Advisors’s Portfolio GSHD Stock Details GSHD Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-98	Closed	-$5K	–	351
2019 Q3	$5K	Buy	98 +39	+66%	+$1.79K	﹤0.01%	397
2019 Q2	$3K	Buy	+59	New	+$2.06K	﹤0.01%	409
2018 Q4	–	Sell	-541	Closed	-$18K	–	442
2018 Q3	$18K	Hold	541	–	–	﹤0.01%	308
2018 Q2	$14K	Buy	+541	New	+$10.5K	﹤0.01%	333

Other funds holding GSHD

Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return

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

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Loomis, Sayles & Company Boston, Massachusetts $74.3B AUM 24.01% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

William Blair & Company Chicago, Illinois $34.9B AUM 18.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ZCI

Zevenbergen Capital Investments Edmonds, Washington $4.38B AUM 56.68% 1-Year Est. Return

NCGI

Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return

Catalyst Capital Advisors's GSHD Position: Q4 2019 in Review

Catalyst Capital Advisors sold out of Goosehead Insurance (GSHD) in Q4 2019, closing a stake of 98 shares — an estimated $5K sold.

Catalyst Capital Advisors first reported a position in GSHD in Q2 2018 and held it in 4 quarters. The position peaked at $18K in Q3 2018. 121 funds tracked by Wall St. Rank hold GSHD as of Q4 2019.

Catalyst Capital Advisors reported no remaining Goosehead Insurance position as of Q4 2019 after selling out during the quarter.
Catalyst Capital Advisors sold 98 Goosehead Insurance shares in Q4 2019, an estimated $5K.
Catalyst Capital Advisors first reported a position in Goosehead Insurance in Q2 2018 and held it in 4 quarters.
Catalyst Capital Advisors's Goosehead Insurance position peaked at $18K in Q3 2018.
121 funds tracked by Wall St. Rank held Goosehead Insurance as of Q4 2019.

Based on Catalyst Capital Advisors's 13F filing for Q4 2019, filed 6 Feb 2020.