IFWM
GSB

Institute for Wealth Management’s GlobalSCAPE, Inc. GSB Stock Holding History

Institute for Wealth Management’s Portfolio GSB Stock Details GSB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-10,000
Closed -$63K – 503
2019
Q1 		$63K Hold
10,000
– – 0.01% 443
2018
Q4 		$45K Buy
+10,000
New +$43K 0.02% 263
2017
Q3 		– Sell
-10,000
Closed -$53K – 410
2017
Q2 		$53K Buy
+10,000
New +$44K 0.01% 410

Other funds holding GSB

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
FM
Fondren Management Houston, Texas $16.9M AUM 5.82% 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 $481B AUM 30.42% 1-Year Est. Return
BA
Bard Associates Chicago, Illinois $398M AUM 54.32% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return

Institute for Wealth Management's GSB Position: Q2 2019 in Review

Institute for Wealth Management sold out of GlobalSCAPE, Inc. (GSB) in Q2 2019, closing a stake of 10,000 shares — an estimated $63K sold.

Institute for Wealth Management first reported a position in GSB in Q2 2017 and held it in 3 quarters. The position peaked at $63K in Q1 2019. 38 funds tracked by Wall St. Rank hold GSB as of Q2 2019.

  • Institute for Wealth Management reported no remaining GlobalSCAPE, Inc. position as of Q2 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 10,000 GlobalSCAPE, Inc. shares in Q2 2019, an estimated $63K.
  • Institute for Wealth Management first reported a position in GlobalSCAPE, Inc. in Q2 2017 and held it in 3 quarters.
  • Institute for Wealth Management's GlobalSCAPE, Inc. position peaked at $63K in Q1 2019.
  • 38 funds tracked by Wall St. Rank held GlobalSCAPE, Inc. as of Q2 2019.

Based on Institute for Wealth Management's 13F filing for Q2 2019, filed 2 Aug 2019.