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Legacy Financial Advisors’s Guidewire Software GWRE Stock Holding History

Legacy Financial Advisors’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
2019
Q1 		– Sell
-100
Closed -$8K – 1096
2018
Q4 		$8K Buy
+100
New +$8.72K ﹤0.01% 621
2018
Q1 		– Sell
-1,260
Closed -$93K – 852
2017
Q4 		$93K Buy
+1,260
New +$97.3K 0.04% 184

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Legacy Financial Advisors's GWRE Position: Q1 2019 in Review

Legacy Financial Advisors sold out of Guidewire Software (GWRE) in Q1 2019, closing a stake of 100 shares — an estimated $8K sold.

Legacy Financial Advisors first reported a position in GWRE in Q4 2017 and held it in 2 quarters. The position peaked at $93K in Q4 2017. 342 funds tracked by Wall St. Rank hold GWRE as of Q1 2019.

  • Legacy Financial Advisors reported no remaining Guidewire Software position as of Q1 2019 after selling out during the quarter.
  • Legacy Financial Advisors sold 100 Guidewire Software shares in Q1 2019, an estimated $8K.
  • Legacy Financial Advisors first reported a position in Guidewire Software in Q4 2017 and held it in 2 quarters.
  • Legacy Financial Advisors's Guidewire Software position peaked at $93K in Q4 2017.
  • 342 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2019.

Based on Legacy Financial Advisors's 13F filing for Q1 2019, filed 14 May 2019.