GIM
GWGH

Groesbeck Investment Management’s GWG Holdings, Inc GWGH Stock Holding History

Groesbeck Investment Management’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-35,455
Closed -$275K – 102
2018
Q3 		$275K Buy
+35,455
New +$296K 0.19% 87

Other funds holding GWGH

MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
IFWM
Institute for Wealth Management Denver, Colorado $1.13B AUM 39.73% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Groesbeck Investment Management's GWGH Position: Q4 2018 in Review

Groesbeck Investment Management sold out of GWG Holdings, Inc (GWGH) in Q4 2018, closing a stake of 35,455 shares — an estimated $275K sold.

Groesbeck Investment Management first reported a position in GWGH in Q3 2018 and held it in 1 quarter. The position peaked at $275K in Q3 2018. 7 funds tracked by Wall St. Rank hold GWGH as of Q4 2018.

  • Groesbeck Investment Management reported no remaining GWG Holdings, Inc position as of Q4 2018 after selling out during the quarter.
  • Groesbeck Investment Management sold 35,455 GWG Holdings, Inc shares in Q4 2018, an estimated $275K.
  • Groesbeck Investment Management first reported a position in GWG Holdings, Inc in Q3 2018 and held it in 1 quarter.
  • Groesbeck Investment Management's GWG Holdings, Inc position peaked at $275K in Q3 2018.
  • 7 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q4 2018.

Based on Groesbeck Investment Management's 13F filing for Q4 2018, filed 25 Jan 2019.