OPS
GWB

Orion Portfolio Solutions’s Great Western Bancorp, Inc. GWB Stock Holding History

Orion Portfolio Solutions’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-47
Closed -$1K – 2287
2020
Q2 		$1K Buy
+47
New +$746 ﹤0.01% 2130
2020
Q1 		– Sell
-128
Closed -$4K – 2435
2019
Q4 		$4K Buy
+128
New +$4.42K ﹤0.01% 1361

Other funds holding GWB

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Orion Portfolio Solutions's GWB Position: Q3 2020 in Review

Orion Portfolio Solutions sold out of Great Western Bancorp, Inc. (GWB) in Q3 2020, closing a stake of 47 shares — an estimated $1K sold.

Orion Portfolio Solutions first reported a position in GWB in Q4 2019 and held it in 2 quarters. The position peaked at $4K in Q4 2019. 150 funds tracked by Wall St. Rank hold GWB as of Q3 2020.

  • Orion Portfolio Solutions reported no remaining Great Western Bancorp, Inc. position as of Q3 2020 after selling out during the quarter.
  • Orion Portfolio Solutions sold 47 Great Western Bancorp, Inc. shares in Q3 2020, an estimated $1K.
  • Orion Portfolio Solutions first reported a position in Great Western Bancorp, Inc. in Q4 2019 and held it in 2 quarters.
  • Orion Portfolio Solutions's Great Western Bancorp, Inc. position peaked at $4K in Q4 2019.
  • 150 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q3 2020.

Based on Orion Portfolio Solutions's 13F filing for Q3 2020, filed 13 Nov 2020.