Granite Investment Advisors’s iShares S&P 100 ETF OEF Stock Holding History

Granite Investment Advisors’s Portfolio OEF Stock Details OEF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-1,653	Closed	-$214K	–	169
2019 Q2	$214K	Sell	1,653 -400	-19%	-$51.1K	0.04%	157
2019 Q1	$257K	Sell	2,053 -305	-13%	-$36.7K	0.05%	147
2018 Q4	$263K	Hold	2,358	–	–	0.06%	138
2018 Q3	$306K	Hold	2,358	–	–	0.05%	136
2018 Q2	$282K	Hold	2,358	–	–	0.05%	142
2018 Q1	$274K	Hold	2,358	–	–	0.05%	143
2017 Q4	$280K	Hold	2,358	–	–	0.05%	156
2017 Q3	$262K	Hold	2,358	–	–	0.05%	109
2017 Q2	$258K	Hold	2,358	–	–	0.05%	110
2017 Q1	$247K	Buy	+2,358	New	+$243K	0.04%	114

Other funds holding OEF

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

RCAG

Rehmann Capital Advisory Group Lansing, Michigan $1.92B AUM 16.97% 1-Year Est. Return

Barings Charlotte, North Carolina $6.19B AUM 16.5% 1-Year Est. Return

SCM

SCS Capital Management Boston, Massachusetts $9.44B AUM 18.1% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

MFW

Meristem Family Wealth Minnetonka, Minnesota $925M AUM 14.15% 1-Year Est. Return

Evoke Wealth Los Angeles, California $5.57B AUM 23.85% 1-Year Est. Return

Granite Investment Advisors's OEF Position: Q3 2019 in Review

Granite Investment Advisors sold out of iShares S&P 100 ETF (OEF) in Q3 2019, closing a stake of 1,653 shares — an estimated $214K sold.

Granite Investment Advisors first reported a position in OEF in Q1 2017 and held it in 10 quarters. The position peaked at $306K in Q3 2018. 333 funds tracked by Wall St. Rank hold OEF as of Q3 2019.

Granite Investment Advisors reported no remaining iShares S&P 100 ETF position as of Q3 2019 after selling out during the quarter.
Granite Investment Advisors sold 1,653 iShares S&P 100 ETF shares in Q3 2019, an estimated $214K.
Granite Investment Advisors first reported a position in iShares S&P 100 ETF in Q1 2017 and held it in 10 quarters.
Granite Investment Advisors's iShares S&P 100 ETF position peaked at $306K in Q3 2018.
333 funds tracked by Wall St. Rank held iShares S&P 100 ETF as of Q3 2019.

Based on Granite Investment Advisors's 13F filing for Q3 2019, filed 31 Oct 2019.