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First Mercantile Trust’s Guidewire Software GWRE Stock Holding History

First Mercantile Trust’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 		– Sell
-1,191
Closed -$132K – 867
2020
Q2 		$132K Buy
1,191
+131
+12% +$12.6K 0.02% 549
2020
Q1 		$84K Buy
1,060
+20
+2% +$2.09K 0.01% 595
2019
Q4 		$114K Sell
1,040
-534
-34% -$59.7K 0.01% 643
2019
Q3 		$166K Sell
1,574
-215
-12% -$21.7K 0.02% 538
2019
Q2 		$181K Sell
1,789
-957
-35% -$97.6K 0.02% 476
2019
Q1 		$267K Sell
2,746
-853
-24% -$76.3K 0.06% 357
2018
Q4 		$289K Buy
3,599
+1,307
+57% +$114K 0.07% 323
2018
Q3 		$232K Buy
2,292
+1,449
+172% +$139K 0.05% 469
2018
Q2 		$75K Hold
843
– – 0.02% 767
2018
Q1 		$68K Buy
843
+228
+37% +$18.3K 0.01% 722
2017
Q4 		$46K Buy
+615
New +$47.5K 0.01% 787
2017
Q2 		– Sell
-670
Closed -$38K – 834
2017
Q1 		$38K Sell
670
-60
-8% -$3.28K 0.01% 798
2016
Q4 		$36K Sell
730
-10
-1% -$561 0.01% 807
2016
Q3 		$44K Sell
740
-1,380
-65% -$85K 0.01% 797
2016
Q2 		$131K Sell
2,120
-700
-25% -$40.3K 0.02% 679
2016
Q1 		$154K Sell
2,820
-90
-3% -$4.7K 0.02% 639
2015
Q4 		$175K Buy
2,910
+70
+2% +$4.05K 0.02% 677
2015
Q3 		$149K Buy
2,840
+500
+21% +$27.7K 0.02% 720
2015
Q2 		$124K Sell
2,340
-3,720
-61% -$192K 0.01% 804
2015
Q1 		$319K Buy
6,060
+700
+13% +$36.3K 0.03% 618
2014
Q4 		$271K Buy
5,360
+2,880
+116% +$142K 0.02% 635
2014
Q3 		$110K Sell
2,480
-2,200
-47% -$93K 0.01% 858
2014
Q2 		$190K Buy
4,680
+670
+17% +$26.6K 0.02% 730
2014
Q1 		$197K Sell
4,010
-3,285
-45% -$165K 0.01% 807
2013
Q4 		$358K Sell
7,295
-3,560
-33% -$168K 0.03% 647
2013
Q3 		$511K Sell
10,855
-4,540
-29% -$204K 0.04% 565
2013
Q2 		$647K Buy
+15,395
New +$615K 0.06% 466

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Artisan Partners
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 Mercantile Trust's GWRE Position: Q3 2020 in Review

First Mercantile Trust sold out of Guidewire Software (GWRE) in Q3 2020, closing a stake of 1,191 shares — an estimated $132K sold.

First Mercantile Trust first reported a position in GWRE in Q2 2013 and held it in 27 quarters. The position peaked at $647K in Q2 2013. 378 funds tracked by Wall St. Rank hold GWRE as of Q3 2020.

  • First Mercantile Trust reported no remaining Guidewire Software position as of Q3 2020 after selling out during the quarter.
  • First Mercantile Trust sold 1,191 Guidewire Software shares in Q3 2020, an estimated $132K.
  • First Mercantile Trust first reported a position in Guidewire Software in Q2 2013 and held it in 27 quarters.
  • First Mercantile Trust's Guidewire Software position peaked at $647K in Q2 2013.
  • 378 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2020.

Based on First Mercantile Trust's 13F filing for Q3 2020, filed 12 Nov 2020.