FIM
GWB

Foresters Investment Management’s Great Western Bancorp, Inc. GWB Stock Holding History

Foresters Investment Management’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q3 		$10.1M Sell
307,400
-53,200
-15% -$1.72M 0.2% 173
2019
Q2 		$12.9M Buy
360,600
+24,400
+7% +$822K 0.23% 144
2019
Q1 		$10.6M Buy
336,200
+77,750
+30% +$2.7M 0.19% 176
2018
Q4 		$8.08M Sell
258,450
-112,850
-30% -$4.11M 0.15% 201
2018
Q3 		$15.7M Buy
371,300
+10,900
+3% +$465K 0.25% 134
2018
Q2 		$15.1M Buy
360,400
+62,050
+21% +$2.62M 0.26% 134
2018
Q1 		$12M Buy
298,350
+32,600
+12% +$1.37M 0.2% 165
2017
Q4 		$10.6M Buy
265,750
+2,600
+1% +$105K 0.17% 181
2017
Q3 		$10.9M Buy
263,150
+1,100
+0.4% +$42K 0.18% 173
2017
Q2 		$10.7M Buy
262,050
+7,800
+3% +$315K 0.18% 169
2017
Q1 		$10.8M Buy
254,250
+1,200
+0.5% +$51.7K 0.19% 167
2016
Q4 		$11M Buy
253,050
+3,700
+1% +$138K 0.2% 163
2016
Q3 		$8.31M Buy
249,350
+79,200
+47% +$2.61M 0.15% 172
2016
Q2 		$5.37M Buy
170,150
+33,450
+24% +$1.04M 0.1% 207
2016
Q1 		$3.73M Buy
+136,700
New +$3.5M 0.08% 236

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Foresters Investment Management's GWB Position: Q3 2019 in Review

Foresters Investment Management reduced its Great Western Bancorp, Inc. (GWB) stake by 15% in Q3 2019, selling an estimated $1.72M and leaving 307,400 shares worth $10.1M. The position accounts for 0.2% of the portfolio, ranked #173.

Foresters Investment Management first reported a position in GWB in Q1 2016 and has held it in 15 quarters since. The position peaked at $15.7M in Q3 2018. 174 funds tracked by Wall St. Rank hold GWB as of Q3 2019.

  • Foresters Investment Management held 307,400 shares of Great Western Bancorp, Inc. worth $10.1M as of Q3 2019.
  • Foresters Investment Management sold 53,200 Great Western Bancorp, Inc. shares in Q3 2019, an estimated $1.72M.
  • Great Western Bancorp, Inc. made up 0.2% of Foresters Investment Management's portfolio in Q3 2019, its #173 holding.
  • Foresters Investment Management first reported a position in Great Western Bancorp, Inc. in Q1 2016 and has held it in 15 quarters since.
  • Foresters Investment Management's Great Western Bancorp, Inc. position peaked at $15.7M in Q3 2018.
  • 174 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q3 2019.

Based on Foresters Investment Management's 13F filing for Q3 2019, filed 12 Nov 2019.