MWPCG
GRFS

Measured Wealth Private Client Group’s Grifois GRFS Stock Holding History

Measured Wealth Private Client Group’s Portfolio GRFS Stock Details GRFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-89
Closed -$1K – 346
2018
Q3 		$1K Buy
+89
New +$1.88K ﹤0.01% 796

Other funds holding GRFS

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
AC
AKO Capital London, United Kingdom $5.11B AUM 2.56% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $129B AUM 30.83% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return

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

Measured Wealth Private Client Group sold out of Grifois (GRFS) in Q4 2018, closing a stake of 89 shares — an estimated $1K sold.

Measured Wealth Private Client Group first reported a position in GRFS in Q3 2018 and held it in 1 quarter. The position peaked at $1K in Q3 2018. 180 funds tracked by Wall St. Rank hold GRFS as of Q4 2018.

  • Measured Wealth Private Client Group reported no remaining Grifois position as of Q4 2018 after selling out during the quarter.
  • Measured Wealth Private Client Group sold 89 Grifois shares in Q4 2018, an estimated $1K.
  • Measured Wealth Private Client Group first reported a position in Grifois in Q3 2018 and held it in 1 quarter.
  • Measured Wealth Private Client Group's Grifois position peaked at $1K in Q3 2018.
  • 180 funds tracked by Wall St. Rank held Grifois as of Q4 2018.

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