First Allied Advisory Services’s Guidewire Software GWRE Stock Holding History

First Allied Advisory Services’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
2020 Q3	$1.03M	Buy	9,903 +1,769	+22%	+$199K	0.03%	467
2020 Q2	$902K	Buy	8,134 +1,503	+23%	+$144K	0.03%	467
2020 Q1	$526K	Buy	6,631 +2,061	+45%	+$215K	0.02%	579
2019 Q4	$506K	Buy	4,570 +1,540	+51%	+$172K	0.02%	706
2019 Q3	$316K	Buy	+3,030	New	+$305K	0.01%	876
2018 Q3	–	Sell	-9,306	Closed	-$839K	–	1209
2018 Q2	$839K	Buy	+9,306	New	+$824K	0.03%	507

Other funds holding GWRE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

First Allied Advisory Services's GWRE Position: Q3 2020 in Review

First Allied Advisory Services increased its Guidewire Software (GWRE) stake by 22% in Q3 2020, buying an estimated $199K and bringing the position to 9,903 shares worth $1.03M. The position accounts for 0.03% of the portfolio, ranked #467.

First Allied Advisory Services first reported a position in GWRE in Q2 2018 and has held it in 6 quarters since. 378 funds tracked by Wall St. Rank hold GWRE as of Q3 2020.

First Allied Advisory Services held 9,903 shares of Guidewire Software worth $1.03M as of Q3 2020.
First Allied Advisory Services bought 1,769 Guidewire Software shares in Q3 2020, an estimated $199K.
Guidewire Software made up 0.03% of First Allied Advisory Services's portfolio in Q3 2020, its #467 holding.
First Allied Advisory Services first reported a position in Guidewire Software in Q2 2018 and has held it in 6 quarters since.
378 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2020.

Based on First Allied Advisory Services's 13F filing for Q3 2020, filed 13 Nov 2020.