LWM
GWB

Liberty Wealth Management’s Great Western Bancorp, Inc. GWB Stock Holding History

Liberty Wealth Management’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
2020
Q2 		– Sell
-282
Closed -$6K – 1011
2020
Q1 		$6K Sell
282
-16
-5% -$452 0.01% 559
2019
Q4 		$10K Buy
298
+3
+1% +$104 0.01% 552
2019
Q3 		$10K Sell
295
-2
-0.7% -$64 0.01% 525
2019
Q2 		$11K Buy
297
+120
+68% +$4.04K 0.01% 515
2019
Q1 		$5K Buy
177
+1
+0.6% +$35 ﹤0.01% 557
2018
Q4 		$5K Buy
+176
New +$6.4K ﹤0.01% 565

Other funds holding GWB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Liberty Wealth Management's GWB Position: Q2 2020 in Review

Liberty Wealth Management sold out of Great Western Bancorp, Inc. (GWB) in Q2 2020, closing a stake of 282 shares — an estimated $6K sold.

Liberty Wealth Management first reported a position in GWB in Q4 2018 and held it in 6 quarters. The position peaked at $11K in Q2 2019. 168 funds tracked by Wall St. Rank hold GWB as of Q2 2020.

  • Liberty Wealth Management reported no remaining Great Western Bancorp, Inc. position as of Q2 2020 after selling out during the quarter.
  • Liberty Wealth Management sold 282 Great Western Bancorp, Inc. shares in Q2 2020, an estimated $6K.
  • Liberty Wealth Management first reported a position in Great Western Bancorp, Inc. in Q4 2018 and held it in 6 quarters.
  • Liberty Wealth Management's Great Western Bancorp, Inc. position peaked at $11K in Q2 2019.
  • 168 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q2 2020.

Based on Liberty Wealth Management's 13F filing for Q2 2020, filed 4 Aug 2020.