Measured Wealth Private Client Group’s Generac Holdings GNRC Stock Holding History

Measured Wealth Private Client Group’s Portfolio GNRC Stock Details GNRC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-5,590	Closed	-$388K	–	162
2019 Q2	$388K	Sell	5,590 -740	-12%	-$43.2K	0.22%	92
2019 Q1	$324K	Buy	6,330 +1,870	+42%	+$97.6K	0.2%	115
2018 Q4	$222K	Sell	4,460 -3,805	-46%	-$204K	0.2%	90
2018 Q3	$465K	Buy	8,265 +140	+2%	+$7.67K	0.28%	54
2018 Q2	$420K	Buy	+8,125	New	+$394K	0.34%	56

Other funds holding GNRC

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

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

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

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Lord, Abbett & Co Jersey City, New Jersey $30.6B AUM 57.44% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

CAM

Congress Asset Management Boston, Massachusetts $16.3B AUM 42.69% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Measured Wealth Private Client Group's GNRC Position: Q3 2019 in Review

Measured Wealth Private Client Group sold out of Generac Holdings (GNRC) in Q3 2019, closing a stake of 5,590 shares — an estimated $388K sold.

Measured Wealth Private Client Group first reported a position in GNRC in Q2 2018 and held it in 5 quarters. The position peaked at $465K in Q3 2018. 315 funds tracked by Wall St. Rank hold GNRC as of Q3 2019.

Measured Wealth Private Client Group reported no remaining Generac Holdings position as of Q3 2019 after selling out during the quarter.
Measured Wealth Private Client Group sold 5,590 Generac Holdings shares in Q3 2019, an estimated $388K.
Measured Wealth Private Client Group first reported a position in Generac Holdings in Q2 2018 and held it in 5 quarters.
Measured Wealth Private Client Group's Generac Holdings position peaked at $465K in Q3 2018.
315 funds tracked by Wall St. Rank held Generac Holdings as of Q3 2019.

Based on Measured Wealth Private Client Group's 13F filing for Q3 2019, filed 11 Oct 2019.