Global Retirement Partners’s Great Western Bancorp, Inc. GWB Stock Holding History

Global Retirement Partners’s Portfolio GWB Stock Details GWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-601	Closed	-$12K	–	1768
2020 Q1	$12K	Sell	601 -111	-16%	-$3.13K	﹤0.01%	997
2019 Q4	$25K	Buy	712 +65	+10%	+$2.25K	﹤0.01%	875
2019 Q3	$21K	Hold	647	–	–	﹤0.01%	892
2019 Q2	$23K	Buy	647 +55	+9%	+$1.85K	﹤0.01%	852
2019 Q1	$19K	Buy	+592	New	+$20.5K	﹤0.01%	851
2018 Q1	–	Sell	-76	Closed	-$3K	–	1552
2017 Q4	$3K	Hold	76	–	–	﹤0.01%	1265
2017 Q3	$3K	Hold	76	–	–	﹤0.01%	1110
2017 Q2	$3K	Hold	76	–	–	﹤0.01%	1046
2017 Q1	$3K	Buy	+76	New	+$3.27K	﹤0.01%	1002

Other funds holding GWB

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

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

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Global Retirement Partners's GWB Position: Q2 2020 in Review

Global Retirement Partners sold out of Great Western Bancorp, Inc. (GWB) in Q2 2020, closing a stake of 601 shares — an estimated $12K sold.

Global Retirement Partners first reported a position in GWB in Q1 2017 and held it in 9 quarters. The position peaked at $25K in Q4 2019. 168 funds tracked by Wall St. Rank hold GWB as of Q2 2020.

Global Retirement Partners reported no remaining Great Western Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
Global Retirement Partners sold 601 Great Western Bancorp, Inc. shares in Q2 2020, an estimated $12K.
Global Retirement Partners first reported a position in Great Western Bancorp, Inc. in Q1 2017 and held it in 9 quarters.
Global Retirement Partners's Great Western Bancorp, Inc. position peaked at $25K in Q4 2019.
168 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q2 2020.

Based on Global Retirement Partners's 13F filing for Q2 2020, filed 13 Jul 2020.