Mercer Global Advisors
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Mercer Global Advisors’s US Global Investors GROW Stock Holding History

Mercer Global Advisors’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-63,400
Closed -$126K – 1185
2019
Q3 		$126K Sell
63,400
-75,300
-54% -$143K ﹤0.01% 1068
2019
Q2 		$251K Buy
+138,700
New +$167K 0.01% 946

Other funds holding GROW

RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
PCM
Perritt Capital Management Chicago, Illinois $59.8M AUM 26.94% 1-Year Est. Return
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
ICM
Invenomic Capital Management Boston, Massachusetts $2.18B AUM 0.03% 1-Year Est. Return
GPFA
Game Plan Financial Advisors Westlake, Ohio $222M AUM 22.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Mercer Global Advisors's GROW Position: Q4 2019 in Review

Mercer Global Advisors sold out of US Global Investors (GROW) in Q4 2019, closing a stake of 63,400 shares — an estimated $126K sold.

Mercer Global Advisors first reported a position in GROW in Q2 2019 and held it in 2 quarters. The position peaked at $251K in Q2 2019. 25 funds tracked by Wall St. Rank hold GROW as of Q4 2019.

  • Mercer Global Advisors reported no remaining US Global Investors position as of Q4 2019 after selling out during the quarter.
  • Mercer Global Advisors sold 63,400 US Global Investors shares in Q4 2019, an estimated $126K.
  • Mercer Global Advisors first reported a position in US Global Investors in Q2 2019 and held it in 2 quarters.
  • Mercer Global Advisors's US Global Investors position peaked at $251K in Q2 2019.
  • 25 funds tracked by Wall St. Rank held US Global Investors as of Q4 2019.

Based on Mercer Global Advisors's 13F filing for Q4 2019, filed 13 Feb 2020.