GWS
GV

Glassman Wealth Services’s Goldfield Corporation GV Stock Holding History

Glassman Wealth Services’s Portfolio GV Stock Details GV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-1,200
Closed -$5K – 1058
2018
Q3 		$5K Hold
1,200
– – ﹤0.01% 483
2018
Q2 		$5K Hold
1,200
– – ﹤0.01% 444
2018
Q1 		$5K Buy
1,200
+200
+20% +$948 ﹤0.01% 436
2017
Q4 		$5K Buy
+1,000
New +$5.1K ﹤0.01% 413

Other funds holding GV

MRCM
Mill Road Capital Management Greenwich, Connecticut $191M AUM 56.95% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 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
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BCM
Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return
SRC
Shufro Rose & Co New York $1.47B AUM 19.38% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return

Glassman Wealth Services's GV Position: Q4 2018 in Review

Glassman Wealth Services sold out of Goldfield Corporation (GV) in Q4 2018, closing a stake of 1,200 shares — an estimated $5K sold.

Glassman Wealth Services first reported a position in GV in Q4 2017 and held it in 4 quarters. The position peaked at $5K in Q3 2018. 35 funds tracked by Wall St. Rank hold GV as of Q4 2018.

  • Glassman Wealth Services reported no remaining Goldfield Corporation position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 1,200 Goldfield Corporation shares in Q4 2018, an estimated $5K.
  • Glassman Wealth Services first reported a position in Goldfield Corporation in Q4 2017 and held it in 4 quarters.
  • Glassman Wealth Services's Goldfield Corporation position peaked at $5K in Q3 2018.
  • 35 funds tracked by Wall St. Rank held Goldfield Corporation as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.