Lion Street Advisors’s GWG Holdings, Inc GWGH Stock Holding History

Lion Street Advisors’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
2020 Q1	–	Sell	-16,306	Closed	-$160K	–	454
2019 Q4	$160K	Buy	+16,306	New	+$160K	0.77%	30

Other funds holding GWGH

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

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

MSAM

Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

AFP

Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Lion Street Advisors's GWGH Position: Q1 2020 in Review

Lion Street Advisors sold out of GWG Holdings, Inc (GWGH) in Q1 2020, closing a stake of 16,306 shares — an estimated $160K sold.

Lion Street Advisors first reported a position in GWGH in Q4 2019 and held it in 1 quarter. The position peaked at $160K in Q4 2019. 27 funds tracked by Wall St. Rank hold GWGH as of Q1 2020.

Lion Street Advisors reported no remaining GWG Holdings, Inc position as of Q1 2020 after selling out during the quarter.
Lion Street Advisors sold 16,306 GWG Holdings, Inc shares in Q1 2020, an estimated $160K.
Lion Street Advisors first reported a position in GWG Holdings, Inc in Q4 2019 and held it in 1 quarter.
Lion Street Advisors's GWG Holdings, Inc position peaked at $160K in Q4 2019.
27 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q1 2020.

Based on Lion Street Advisors's 13F filing for Q1 2020, filed 6 May 2020.