Harfst & Associates’s Gen Digital GEN Stock Holding History

Harfst & Associates’s Portfolio GEN Stock Details GEN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q3	–	Sell	-4,508	Closed	-$127K	–	125
2017 Q2	$127K	Buy	+4,508	New	+$136K	0.05%	112

Other funds holding GEN

Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

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

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

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

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

CGI

CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return

TCIM

TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return

Harfst & Associates's GEN Position: Q3 2017 in Review

Harfst & Associates sold out of Gen Digital (GEN) in Q3 2017, closing a stake of 4,508 shares — an estimated $127K sold.

Harfst & Associates first reported a position in GEN in Q2 2017 and held it in 1 quarter. The position peaked at $127K in Q2 2017. 519 funds tracked by Wall St. Rank hold GEN as of Q3 2017.

Harfst & Associates reported no remaining Gen Digital position as of Q3 2017 after selling out during the quarter.
Harfst & Associates sold 4,508 Gen Digital shares in Q3 2017, an estimated $127K.
Harfst & Associates first reported a position in Gen Digital in Q2 2017 and held it in 1 quarter.
Harfst & Associates's Gen Digital position peaked at $127K in Q2 2017.
519 funds tracked by Wall St. Rank held Gen Digital as of Q3 2017.

Based on Harfst & Associates's 13F filing for Q3 2017, filed 7 Nov 2017.