Reilly Financial Advisors’s Guidewire Software GWRE Stock Holding History

Reilly Financial Advisors’s Portfolio GWRE Stock Details GWRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-184	Closed	-$20K	–	903
2019 Q4	$20K	Hold	184	–	–	﹤0.01%	505
2019 Q3	$19K	Hold	184	–	–	﹤0.01%	520
2019 Q2	$19K	Hold	184	–	–	﹤0.01%	547
2019 Q1	$18K	Hold	184	–	–	﹤0.01%	546
2018 Q4	$15K	Hold	184	–	–	﹤0.01%	563
2018 Q3	$19K	Hold	184	–	–	﹤0.01%	571
2018 Q2	$16K	Hold	184	–	–	﹤0.01%	564
2018 Q1	$15K	Buy	184 +9	+5%	+$724	﹤0.01%	561
2017 Q4	$13K	Buy	+175	New	+$13.5K	﹤0.01%	600
2014 Q1	–	Sell	-84	Closed	-$4K	–	821
2013 Q4	$4K	Buy	+84	New	+$3.96K	﹤0.01%	707

Other funds holding GWRE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

Echinus Advisors New York $881M AUM 6.76% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Reilly Financial Advisors's GWRE Position: Q1 2020 in Review

Reilly Financial Advisors sold out of Guidewire Software (GWRE) in Q1 2020, closing a stake of 184 shares — an estimated $20K sold.

Reilly Financial Advisors first reported a position in GWRE in Q4 2013 and held it in 10 quarters. The position peaked at $20K in Q4 2019. 365 funds tracked by Wall St. Rank hold GWRE as of Q1 2020.

Reilly Financial Advisors reported no remaining Guidewire Software position as of Q1 2020 after selling out during the quarter.
Reilly Financial Advisors sold 184 Guidewire Software shares in Q1 2020, an estimated $20K.
Reilly Financial Advisors first reported a position in Guidewire Software in Q4 2013 and held it in 10 quarters.
Reilly Financial Advisors's Guidewire Software position peaked at $20K in Q4 2019.
365 funds tracked by Wall St. Rank held Guidewire Software as of Q1 2020.

Based on Reilly Financial Advisors's 13F filing for Q1 2020, filed 13 Apr 2020.