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Measured Wealth Private Client Group’s Genworth Financial GNW Stock Holding History

Measured Wealth Private Client Group’s Portfolio GNW Stock Details GNW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-890
Closed -$4K – 342
2018
Q3 		$4K Buy
+890
New +$4.02K ﹤0.01% 716

Other funds holding GNW

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
MVP
Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
SCM
Shah Capital Management Raleigh, North Carolina $521M AUM 46.95% 1-Year Est. Return

Measured Wealth Private Client Group's GNW Position: Q4 2018 in Review

Measured Wealth Private Client Group sold out of Genworth Financial (GNW) in Q4 2018, closing a stake of 890 shares — an estimated $4K sold.

Measured Wealth Private Client Group first reported a position in GNW in Q3 2018 and held it in 1 quarter. The position peaked at $4K in Q3 2018. 288 funds tracked by Wall St. Rank hold GNW as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Genworth Financial position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 890 Genworth Financial shares in Q4 2018, an estimated $4K.
  • Measured Wealth Private Client Group first reported a position in Genworth Financial in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Genworth Financial position peaked at $4K in Q3 2018.
  • 288 funds tracked by Wall St. Rank held Genworth Financial as of Q4 2018.

Based on Measured Wealth Private Client Group's 13F filing for Q4 2018, filed 7 Feb 2019.