RFA
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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
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
EA
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