HGWM
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Harvest Group Wealth Management’s ePlus PLUS Stock Holding History

Harvest Group Wealth Management’s Portfolio PLUS Stock Details PLUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-56
Closed -$2K – 882
2019
Q4 		$2K Hold
56
– – ﹤0.01% 657
2019
Q3 		$2K Hold
56
– – ﹤0.01% 747
2019
Q2 		$1K Hold
56
– – ﹤0.01% 784
2019
Q1 		$2K Buy
+56
New +$2.33K ﹤0.01% 658

Other funds holding PLUS

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return
GCM
Geneva Capital Management Milwaukee, Wisconsin $4.36B AUM 17.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
FMI
Fiduciary Management Inc Milwaukee, Wisconsin $7.03B AUM 11.68% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Harvest Group Wealth Management's PLUS Position: Q1 2020 in Review

Harvest Group Wealth Management sold out of ePlus (PLUS) in Q1 2020, closing a stake of 56 shares — an estimated $2K sold.

Harvest Group Wealth Management first reported a position in PLUS in Q1 2019 and held it in 4 quarters. The position peaked at $2K in Q4 2019. 159 funds tracked by Wall St. Rank hold PLUS as of Q1 2020.

  • Harvest Group Wealth Management reported no remaining ePlus position as of Q1 2020 after selling out during the quarter.
  • Harvest Group Wealth Management sold 56 ePlus shares in Q1 2020, an estimated $2K.
  • Harvest Group Wealth Management first reported a position in ePlus in Q1 2019 and held it in 4 quarters.
  • Harvest Group Wealth Management's ePlus position peaked at $2K in Q4 2019.
  • 159 funds tracked by Wall St. Rank held ePlus as of Q1 2020.

Based on Harvest Group Wealth Management's 13F filing for Q1 2020, filed 23 Apr 2020.