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Center for Financial Planning’s Glacier Bancorp GBCI Stock Holding History

Center for Financial Planning’s Portfolio GBCI Stock Details GBCI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-215
Closed -$7K – 498
2020
Q1 		$7K Buy
+215
New +$8.57K ﹤0.01% 373

Other funds holding GBCI

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
SAM
Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Center for Financial Planning's GBCI Position: Q2 2020 in Review

Center for Financial Planning sold out of Glacier Bancorp (GBCI) in Q2 2020, closing a stake of 215 shares — an estimated $7K sold.

Center for Financial Planning first reported a position in GBCI in Q1 2020 and held it in 1 quarter. The position peaked at $7K in Q1 2020. 288 funds tracked by Wall St. Rank hold GBCI as of Q2 2020.

  • Center for Financial Planning reported no remaining Glacier Bancorp position as of Q2 2020 after selling out during the quarter.
  • Center for Financial Planning sold 215 Glacier Bancorp shares in Q2 2020, an estimated $7K.
  • Center for Financial Planning first reported a position in Glacier Bancorp in Q1 2020 and held it in 1 quarter.
  • Center for Financial Planning's Glacier Bancorp position peaked at $7K in Q1 2020.
  • 288 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2020.

Based on Center for Financial Planning's 13F filing for Q2 2020, filed 6 Aug 2020.