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 $5.12B AUM 15.99% 1-Year Est. Return

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

Caisse de Depot et Placement du Quebec (CDPQ)

Caisse de Depot et Placement du Quebec (CDPQ) Montreal, Quebec, Canada $62.4B AUM 23.7% 1-Year Est. Return

Thompson Siegel & Walmsley Richmond, Virginia $5.7B AUM 6.69% 1-Year Est. Return

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

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Fidelity Investments

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

Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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