IFWM
GWGH

Institute for Wealth Management’s GWG Holdings, Inc GWGH Stock Holding History

Institute for Wealth Management’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-100,000
Closed -$100K – 471
2018
Q4 		$100K Buy
+100,000
New +$634K 0.04% 258
2017
Q4 		– Sell
-1,494,000
Closed -$1.49M – 425
2017
Q3 		$1.49M Buy
1,494,000
+270,000
+22% +$2.81M 0.49% 65
2017
Q2 		$1.22M Buy
+1,224,000
New +$12.6M 0.34% 83

Other funds holding GWGH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
TEE
Tibra Equities Europe London, United Kingdom $90.4M AUM 37.81% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Institute for Wealth Management's GWGH Position: Q1 2019 in Review

Institute for Wealth Management sold out of GWG Holdings, Inc (GWGH) in Q1 2019, closing a stake of 100,000 shares — an estimated $100K sold.

Institute for Wealth Management first reported a position in GWGH in Q2 2017 and held it in 3 quarters. The position peaked at $1.49M in Q3 2017. 11 funds tracked by Wall St. Rank hold GWGH as of Q1 2019.

  • Institute for Wealth Management reported no remaining GWG Holdings, Inc position as of Q1 2019 after selling out during the quarter.
  • Institute for Wealth Management sold 100,000 GWG Holdings, Inc shares in Q1 2019, an estimated $100K.
  • Institute for Wealth Management first reported a position in GWG Holdings, Inc in Q2 2017 and held it in 3 quarters.
  • Institute for Wealth Management's GWG Holdings, Inc position peaked at $1.49M in Q3 2017.
  • 11 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q1 2019.

Based on Institute for Wealth Management's 13F filing for Q1 2019, filed 15 May 2019.