Institutional & Family Asset Management’s Guidewire Software GWRE Stock Holding History

Institutional & Family Asset Management’s Portfolio GWRE Stock Details GWRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-22	Closed	-$2K	–	858
2019 Q4	$2K	Hold	22	–	–	﹤0.01%	739
2019 Q3	$2K	Hold	22	–	–	﹤0.01%	699
2019 Q2	$2K	Hold	22	–	–	﹤0.01%	714
2019 Q1	$2K	Hold	22	–	–	﹤0.01%	716
2018 Q4	$2K	Hold	22	–	–	﹤0.01%	687
2018 Q3	$2K	Hold	22	–	–	﹤0.01%	737
2018 Q2	$2K	Hold	22	–	–	﹤0.01%	722
2018 Q1	$2K	Buy	+22	New	+$1.77K	﹤0.01%	714

Other funds holding GWRE

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

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

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return

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

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

JSP

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

Institutional & Family Asset Management's GWRE Position: Q1 2020 in Review

Institutional & Family Asset Management sold out of Guidewire Software (GWRE) in Q1 2020, closing a stake of 22 shares — an estimated $2K sold.

Institutional & Family Asset Management first reported a position in GWRE in Q1 2018 and held it in 8 quarters. The position peaked at $2K in Q4 2019. 365 funds tracked by Wall St. Rank hold GWRE as of Q1 2020.

Institutional & Family Asset Management reported no remaining Guidewire Software position as of Q1 2020 after selling out during the quarter.
Institutional & Family Asset Management sold 22 Guidewire Software shares in Q1 2020, an estimated $2K.
Institutional & Family Asset Management first reported a position in Guidewire Software in Q1 2018 and held it in 8 quarters.
Institutional & Family Asset Management's Guidewire Software position peaked at $2K in Q4 2019.
365 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2020.

Based on Institutional & Family Asset Management's 13F filing for Q1 2020, filed 14 May 2020.