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Fiduciary Financial Services of The Southwest’s Granite Construction GVA Stock Holding History

Fiduciary Financial Services of The Southwest’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$604K Sell
21,821
-9,988
-31% -$284K 0.16% 102
2019
Q3 		$1.02M Sell
31,809
-14,279
-31% -$495K 0.27% 85
2019
Q2 		$2.22M Buy
46,088
+261
+0.6% +$11.4K 0.63% 51
2019
Q1 		$1.98M Sell
45,827
-6,756
-13% -$301K 0.58% 56
2018
Q4 		$2.12M Sell
52,583
-15,865
-23% -$725K 0.67% 48
2018
Q3 		$3.13M Sell
68,448
-2,023
-3% -$98.8K 0.87% 36
2018
Q2 		$3.92M Sell
70,471
-3,274
-4% -$185K 1.19% 31
2018
Q1 		$4.12M Buy
73,745
+1,002
+1% +$61.8K 1.26% 30
2017
Q4 		$4.61M Sell
72,743
-1,152
-2% -$71.9K 1.35% 26
2017
Q3 		$4.28M Sell
73,895
-9,000
-11% -$474K 1.28% 26
2017
Q2 		$4M Sell
82,895
-7,938
-9% -$395K 1.23% 28
2017
Q1 		$4.56M Buy
90,833
+2,234
+3% +$119K 1.45% 20
2016
Q4 		$4.87M Buy
88,599
+2,716
+3% +$144K 1.61% 17
2016
Q3 		$4.27M Buy
+85,883
New +$4.17M 1.37% 24

Other funds holding GVA

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Fiduciary Financial Services of The Southwest's GVA Position: Q4 2019 in Review

Fiduciary Financial Services of The Southwest reduced its Granite Construction (GVA) stake by 31% in Q4 2019, selling an estimated $284K and leaving 21,821 shares worth $604K. The position accounts for 0.16% of the portfolio, ranked #102.

Fiduciary Financial Services of The Southwest first reported a position in GVA in Q3 2016 and has held it in 14 quarters since. The position peaked at $4.87M in Q4 2016. 197 funds tracked by Wall St. Rank hold GVA as of Q4 2019.

  • Fiduciary Financial Services of The Southwest held 21,821 shares of Granite Construction worth $604K as of Q4 2019.
  • Fiduciary Financial Services of The Southwest sold 9,988 Granite Construction shares in Q4 2019, an estimated $284K.
  • Granite Construction made up 0.16% of Fiduciary Financial Services of The Southwest's portfolio in Q4 2019, its #102 holding.
  • Fiduciary Financial Services of The Southwest first reported a position in Granite Construction in Q3 2016 and has held it in 14 quarters since.
  • Fiduciary Financial Services of The Southwest's Granite Construction position peaked at $4.87M in Q4 2016.
  • 197 funds tracked by Wall St. Rank held Granite Construction as of Q4 2019.

Based on Fiduciary Financial Services of The Southwest's 13F filing for Q4 2019, filed 11 Feb 2020.