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Concert Wealth Management’s Guidewire Software GWRE Stock Holding History

Concert 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
2015
Q4 		– Sell
-12,126
Closed -$638K – 713
2015
Q3 		$638K Buy
+12,126
New +$671K 0.09% 289

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Concert Wealth Management's GWRE Position: Q4 2015 in Review

Concert Wealth Management sold out of Guidewire Software (GWRE) in Q4 2015, closing a stake of 12,126 shares — an estimated $638K sold.

Concert Wealth Management first reported a position in GWRE in Q3 2015 and held it in 1 quarter. The position peaked at $638K in Q3 2015. 188 funds tracked by Wall St. Rank hold GWRE as of Q4 2015.

  • Concert Wealth Management reported no remaining Guidewire Software position as of Q4 2015 after selling out during the quarter.
  • Concert Wealth Management sold 12,126 Guidewire Software shares in Q4 2015, an estimated $638K.
  • Concert Wealth Management first reported a position in Guidewire Software in Q3 2015 and held it in 1 quarter.
  • Concert Wealth Management's Guidewire Software position peaked at $638K in Q3 2015.
  • 188 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2015.

Based on Concert Wealth Management's 13F filing for Q4 2015, filed 9 Feb 2016.