Girard Securities’s Block Inc XYZ Stock Holding History

Girard Securities’s Portfolio XYZ Stock Details XYZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q4	–	Sell	-11,175	Closed	-$321K	–	128
2017 Q3	$321K	Sell	11,175 -200	-2%	-$5.24K	0.28%	80
2017 Q2	$264K	Buy	+11,375	New	+$235K	0.2%	126

Other funds holding XYZ

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

NAMA

Nikko Asset Management Americas New York $7.07B AUM 50.91% 1-Year Est. Return

Girard Securities's XYZ Position: Q4 2017 in Review

Girard Securities sold out of Block Inc (XYZ) in Q4 2017, closing a stake of 11,175 shares — an estimated $321K sold.

Girard Securities first reported a position in XYZ in Q2 2017 and held it in 2 quarters. The position peaked at $321K in Q3 2017. 432 funds tracked by Wall St. Rank hold XYZ as of Q4 2017.

Girard Securities reported no remaining Block Inc position as of Q4 2017 after selling out during the quarter.
Girard Securities sold 11,175 Block Inc shares in Q4 2017, an estimated $321K.
Girard Securities first reported a position in Block Inc in Q2 2017 and held it in 2 quarters.
Girard Securities's Block Inc position peaked at $321K in Q3 2017.
432 funds tracked by Wall St. Rank held Block Inc as of Q4 2017.

Based on Girard Securities's 13F filing for Q4 2017.