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Fortis Advisors’s Global Industrial GIC Stock Holding History

Fortis Advisors’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-8,013
Closed -$202K – 340
2019
Q4 		$202K Hold
8,013
– – 0.12% 113
2019
Q3 		$176K Buy
8,013
+712
+10% +$14.9K 0.08% 140
2019
Q2 		$162K Buy
7,301
+233
+3% +$5.11K 0.08% 142
2019
Q1 		$160K Hold
7,068
– – 0.08% 134
2018
Q4 		$169K Buy
+7,068
New +$200K 0.1% 114

Other funds holding GIC

PGP
Prescott General Partners Boca Raton, Florida $1.37B AUM 23.81% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
GPGA
Grandeur Peak Global Advisors Salt Lake City, Utah $427M AUM 39.14% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Fortis Advisors's GIC Position: Q1 2020 in Review

Fortis Advisors sold out of Global Industrial (GIC) in Q1 2020, closing a stake of 8,013 shares — an estimated $202K sold.

Fortis Advisors first reported a position in GIC in Q4 2018 and held it in 5 quarters. The position peaked at $202K in Q4 2019. 90 funds tracked by Wall St. Rank hold GIC as of Q1 2020.

  • Fortis Advisors reported no remaining Global Industrial position as of Q1 2020 after selling out during the quarter.
  • Fortis Advisors sold 8,013 Global Industrial shares in Q1 2020, an estimated $202K.
  • Fortis Advisors first reported a position in Global Industrial in Q4 2018 and held it in 5 quarters.
  • Fortis Advisors's Global Industrial position peaked at $202K in Q4 2019.
  • 90 funds tracked by Wall St. Rank held Global Industrial as of Q1 2020.

Based on Fortis Advisors's 13F filing for Q1 2020, filed 14 May 2020.