Osborn Williams & Donohoe’s Gaia GAIA Stock Holding History

Osborn Williams & Donohoe’s Portfolio GAIA Stock Details GAIA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-500	Closed	-$5K	–	435
2019 Q1	$5K	Buy	+500	New	+$5.34K	﹤0.01%	681

Other funds holding GAIA

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

AIC

AWM Investment Company New York $903M AUM 163.47% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

VNB

Virginia National Bank Charlottesville, Virginia $21.9M AUM 12.04% 1-Year Est. Return

Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return

Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return

PAWC

P.A.W. Capital Greenwich, Connecticut $131M AUM 46.14% 1-Year Est. Return

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

Osborn Williams & Donohoe's GAIA Position: Q2 2019 in Review

Osborn Williams & Donohoe sold out of Gaia (GAIA) in Q2 2019, closing a stake of 500 shares — an estimated $5K sold.

Osborn Williams & Donohoe first reported a position in GAIA in Q1 2019 and held it in 1 quarter. The position peaked at $5K in Q1 2019. 57 funds tracked by Wall St. Rank hold GAIA as of Q2 2019.

Osborn Williams & Donohoe reported no remaining Gaia position as of Q2 2019 after selling out during the quarter.
Osborn Williams & Donohoe sold 500 Gaia shares in Q2 2019, an estimated $5K.
Osborn Williams & Donohoe first reported a position in Gaia in Q1 2019 and held it in 1 quarter.
Osborn Williams & Donohoe's Gaia position peaked at $5K in Q1 2019.
57 funds tracked by Wall St. Rank held Gaia as of Q2 2019.

Based on Osborn Williams & Donohoe's 13F filing for Q2 2019, filed 26 Jul 2019.