Kaizen Advisory’s Great Western Bancorp, Inc. GWB Stock Holding History

Kaizen Advisory’s Portfolio GWB Stock Details GWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q4	$617K	Sell	19,733 -3,831	-16%	-$139K	0.43%	91
2018 Q3	$994K	Buy	+23,564	New	+$1M	0.52%	68

Other funds holding GWB

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Kaizen Advisory's GWB Position: Q4 2018 in Review

Kaizen Advisory reduced its Great Western Bancorp, Inc. (GWB) stake by 16% in Q4 2018, selling an estimated $139K and leaving 19,733 shares worth $617K. The position accounts for 0.43% of the portfolio, ranked #91.

Kaizen Advisory first reported a position in GWB in Q3 2018 and has held it in 2 quarters since. The position peaked at $994K in Q3 2018. 198 funds tracked by Wall St. Rank hold GWB as of Q4 2018.

Kaizen Advisory held 19,733 shares of Great Western Bancorp, Inc. worth $617K as of Q4 2018.
Kaizen Advisory sold 3,831 Great Western Bancorp, Inc. shares in Q4 2018, an estimated $139K.
Great Western Bancorp, Inc. made up 0.43% of Kaizen Advisory's portfolio in Q4 2018, its #91 holding.
Kaizen Advisory first reported a position in Great Western Bancorp, Inc. in Q3 2018 and has held it in 2 quarters since.
Kaizen Advisory's Great Western Bancorp, Inc. position peaked at $994K in Q3 2018.
198 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.