RIA
GWGH

Realta Investment Advisors’s GWG Holdings, Inc GWGH Stock Holding History

Realta Investment Advisors’s Portfolio GWGH Stock Details GWGH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-1,500
Closed -$15K – 1537
2019
Q4 		$15K Hold
1,500
– – ﹤0.01% 1033
2019
Q3 		$15K Buy
1,500
+1,000
+200% +$9.3K ﹤0.01% 1012
2019
Q2 		$4K Buy
500
+100
+25% +$1.16K ﹤0.01% 1457
2019
Q1 		$5K Buy
+400
New +$4K ﹤0.01% 1089

Other funds holding GWGH

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MSAM
Moloney Securities Asset Management Manchester, Missouri $840M AUM 18.11% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
AFP
Ausdal Financial Partners Davenport, Iowa $2.25B AUM 20.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's GWGH Position: Q1 2020 in Review

Realta Investment Advisors sold out of GWG Holdings, Inc (GWGH) in Q1 2020, closing a stake of 1,500 shares — an estimated $15K sold.

Realta Investment Advisors first reported a position in GWGH in Q1 2019 and held it in 4 quarters. The position peaked at $15K in Q4 2019. 27 funds tracked by Wall St. Rank hold GWGH as of Q1 2020.

  • Realta Investment Advisors reported no remaining GWG Holdings, Inc position as of Q1 2020 after selling out during the quarter.
  • Realta Investment Advisors sold 1,500 GWG Holdings, Inc shares in Q1 2020, an estimated $15K.
  • Realta Investment Advisors first reported a position in GWG Holdings, Inc in Q1 2019 and held it in 4 quarters.
  • Realta Investment Advisors's GWG Holdings, Inc position peaked at $15K in Q4 2019.
  • 27 funds tracked by Wall St. Rank held GWG Holdings, Inc as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.