FIA
GRF

FNY Investment Advisers’s Eagle Capital Growth Fund GRF Stock Holding History

FNY Investment Advisers’s Portfolio GRF Stock Details GRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-6,720
Closed -$57K – 629
2022
Q4 		$57K Buy
+6,720
New +$62.1K 0.08% 178

Other funds holding GRF

AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
WAM
Wolverine Asset Management Chicago, Illinois $10.4B AUM 4.78% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FNY Investment Advisers's GRF Position: Q1 2023 in Review

FNY Investment Advisers sold out of Eagle Capital Growth Fund (GRF) in Q1 2023, closing a stake of 6,720 shares — an estimated $57K sold.

FNY Investment Advisers first reported a position in GRF in Q4 2022 and held it in 1 quarter. The position peaked at $57K in Q4 2022. 6 funds tracked by Wall St. Rank hold GRF as of Q1 2023.

  • FNY Investment Advisers reported no remaining Eagle Capital Growth Fund position as of Q1 2023 after selling out during the quarter.
  • FNY Investment Advisers sold 6,720 Eagle Capital Growth Fund shares in Q1 2023, an estimated $57K.
  • FNY Investment Advisers first reported a position in Eagle Capital Growth Fund in Q4 2022 and held it in 1 quarter.
  • FNY Investment Advisers's Eagle Capital Growth Fund position peaked at $57K in Q4 2022.
  • 6 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q1 2023.

Based on FNY Investment Advisers's 13F filing for Q1 2023, filed 12 Apr 2023.