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Glassman Wealth Services’s Greif GEF Stock Holding History

Glassman Wealth Services’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-7
Closed – – 1279
2019
Q4 		$0 Hold
7
– – ﹤0.01% 1280
2019
Q3 		$0 Buy
+7
New +$244 ﹤0.01% 1158
2018
Q4 		– Sell
-5
Closed – – 852
2018
Q3 		$0 Hold
5
– – ﹤0.01% 864
2018
Q2 		$0 Hold
5
– – ﹤0.01% 850
2018
Q1 		$0 Hold
5
– – ﹤0.01% 801
2017
Q4 		$0 Buy
+5
New +$284 ﹤0.01% 712

Other funds holding GEF

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Glassman Wealth Services's GEF Position: Q1 2020 in Review

Glassman Wealth Services sold out of Greif (GEF) in Q1 2020, closing a stake of 7 shares.

Glassman Wealth Services first reported a position in GEF in Q4 2017 and held it in 6 quarters. The position peaked at $0 in Q4 2019. 175 funds tracked by Wall St. Rank hold GEF as of Q1 2020.

  • Glassman Wealth Services reported no remaining Greif position as of Q1 2020 after selling out during the quarter.
  • Glassman Wealth Services sold 7 Greif shares in Q1 2020.
  • Glassman Wealth Services first reported a position in Greif in Q4 2017 and held it in 6 quarters.
  • Glassman Wealth Services's Greif position peaked at $0 in Q4 2019.
  • 175 funds tracked by Wall St. Rank held Greif as of Q1 2020.

Based on Glassman Wealth Services's 13F filing for Q1 2020, filed 12 May 2020.