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Focused Wealth Management’s Gerdau GGB Stock Holding History

Focused Wealth Management’s Portfolio GGB Stock Details GGB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q2 		– Sell
-969
Closed -$2K – 674
2015
Q1 		$2K Hold
969
– – ﹤0.01% 603
2014
Q4 		$3K Hold
969
– – ﹤0.01% 556
2014
Q3 		$4K Hold
969
– – ﹤0.01% 541
2014
Q2 		$5K Hold
969
– – ﹤0.01% 508
2014
Q1 		$5K Hold
969
– – ﹤0.01% 481
2013
Q4 		$6K Hold
969
– – 0.01% 456
2013
Q3 		$6K Buy
+969
New +$5.23K 0.01% 434

Other funds holding GGB

FC
Fairpointe Capital Chicago, Illinois $66.3M AUM 101.32% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
CC
Carlson Capital Dallas, Texas $494M AUM 23.45% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $66.1B AUM 33.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GAM
Genesis Asset Managers Guernsey, Channel Islands, United Kingdom $3.53B AUM 1.54% 1-Year Est. Return
BA
BlackRock Advisors Wilmington, Delaware $98.8B AUM 15.8% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Focused Wealth Management's GGB Position: Q2 2015 in Review

Focused Wealth Management sold out of Gerdau (GGB) in Q2 2015, closing a stake of 969 shares — an estimated $2K sold.

Focused Wealth Management first reported a position in GGB in Q3 2013 and held it in 7 quarters. The position peaked at $6K in Q4 2013. 142 funds tracked by Wall St. Rank hold GGB as of Q2 2015.

  • Focused Wealth Management reported no remaining Gerdau position as of Q2 2015 after selling out during the quarter.
  • Focused Wealth Management sold 969 Gerdau shares in Q2 2015, an estimated $2K.
  • Focused Wealth Management first reported a position in Gerdau in Q3 2013 and held it in 7 quarters.
  • Focused Wealth Management's Gerdau position peaked at $6K in Q4 2013.
  • 142 funds tracked by Wall St. Rank held Gerdau as of Q2 2015.

Based on Focused Wealth Management's 13F filing for Q2 2015, filed 29 Jul 2015.