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Genovese Burford & Brothers Wealth & Retirement Plan Management’s Generac Holdings GNRC Stock Holding History

Genovese Burford & Brothers Wealth & Retirement Plan Management’s Portfolio GNRC Stock Details GNRC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-845
Closed -$32K – 400
2017
Q1 		$32K Buy
+845
New +$33.4K 0.01% 181

Other funds holding GNRC

EIG
EdgePoint Investment Group Toronto, Ontario, Canada $12.5B AUM 31.7% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
WM
WS Management Jacksonville, Florida $1.13B AUM 53.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Genovese Burford & Brothers Wealth & Retirement Plan Management's GNRC Position: Q2 2017 in Review

Genovese Burford & Brothers Wealth & Retirement Plan Management sold out of Generac Holdings (GNRC) in Q2 2017, closing a stake of 845 shares — an estimated $32K sold.

Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in GNRC in Q1 2017 and held it in 1 quarter. The position peaked at $32K in Q1 2017. 200 funds tracked by Wall St. Rank hold GNRC as of Q2 2017.

  • Genovese Burford & Brothers Wealth & Retirement Plan Management reported no remaining Generac Holdings position as of Q2 2017 after selling out during the quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management sold 845 Generac Holdings shares in Q2 2017, an estimated $32K.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management first reported a position in Generac Holdings in Q1 2017 and held it in 1 quarter.
  • Genovese Burford & Brothers Wealth & Retirement Plan Management's Generac Holdings position peaked at $32K in Q1 2017.
  • 200 funds tracked by Wall St. Rank held Generac Holdings as of Q2 2017.

Based on Genovese Burford & Brothers Wealth & Retirement Plan Management's 13F filing for Q2 2017, filed 28 Jul 2017.