Guidant Wealth Advisors’s DigitalBridge DBRG Stock Holding History

Guidant Wealth Advisors’s Portfolio DBRG Stock Details DBRG Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-3,993	Closed	-$85K	–	258
2019 Q1	$85K	Buy	+3,993	New	+$89.1K	0.03%	150
2018 Q4	–	Sell	-3,993	Closed	-$97K	–	249
2018 Q3	$97K	Hold	3,993	–	–	0.04%	61
2018 Q2	$98K	Sell	3,993 -2,769	-41%	-$66.2K	0.04%	57
2018 Q1	$150K	Hold	6,762	–	–	0.07%	43
2017 Q4	$296K	Hold	6,762	–	–	0.13%	36
2017 Q3	$337K	Hold	6,762	–	–	0.24%	35
2017 Q2	$388K	Buy	6,762 +2,696	+66%	+$146K	0.2%	58
2017 Q1	$211K	Buy	4,066 +3,363	+478%	+$189K	0.11%	65
2016 Q4	$45K	Hold	703	–	–	0.03%	101
2016 Q3	$36K	Buy	+703	New	+$33.5K	0.02%	105

Other funds holding DBRG

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

Baupost Group Boston, Massachusetts $5.42B AUM 22.93% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $70.2B AUM 30.95% 1-Year Est. Return

TSW

Thompson Siegel & Walmsley Richmond, Virginia $5.57B AUM 9.46% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

PMG

Private Management Group Irvine, California $3.8B AUM 23.19% 1-Year Est. Return

RGREA

Ranger Global Real Estate Advisors Denver, Colorado $232M AUM 20.95% 1-Year Est. Return

Guidant Wealth Advisors's DBRG Position: Q2 2019 in Review

Guidant Wealth Advisors sold out of DigitalBridge (DBRG) in Q2 2019, closing a stake of 3,993 shares — an estimated $85K sold.

Guidant Wealth Advisors first reported a position in DBRG in Q3 2016 and held it in 10 quarters. The position peaked at $388K in Q2 2017. 270 funds tracked by Wall St. Rank hold DBRG as of Q2 2019.

Guidant Wealth Advisors reported no remaining DigitalBridge position as of Q2 2019 after selling out during the quarter.
Guidant Wealth Advisors sold 3,993 DigitalBridge shares in Q2 2019, an estimated $85K.
Guidant Wealth Advisors first reported a position in DigitalBridge in Q3 2016 and held it in 10 quarters.
Guidant Wealth Advisors's DigitalBridge position peaked at $388K in Q2 2017.
270 funds tracked by Wall St. Rank held DigitalBridge as of Q2 2019.

Based on Guidant Wealth Advisors's 13F filing for Q2 2019, filed 18 Jul 2019.