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RGT Wealth Advisors’s Graco GGG Stock Holding History

RGT Wealth Advisors’s Portfolio GGG Stock Details GGG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-5,757
Closed -$267K – 24
2018
Q3 		$267K Buy
5,757
+72
+1% +$3.36K 0.9% 32
2018
Q2 		$257K Sell
5,685
-128
-2% -$5.87K 0.83% 30
2018
Q1 		$266K Buy
5,813
+974
+20% +$44.4K 0.13% 79
2017
Q4 		$219K Buy
+4,839
New +$209K 0.12% 88

Other funds holding GGG

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
Fiera Capital (Canada)
Fiera Capital (Canada) Montreal, Quebec, Canada $29.2B AUM 20.16% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ATO
Alecta Tjanstepension Omsesidigt Stockholm, Sweden $20.5B AUM 26.83% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

RGT Wealth Advisors's GGG Position: Q4 2018 in Review

RGT Wealth Advisors sold out of Graco (GGG) in Q4 2018, closing a stake of 5,757 shares — an estimated $267K sold.

RGT Wealth Advisors first reported a position in GGG in Q4 2017 and held it in 4 quarters. The position peaked at $267K in Q3 2018. 408 funds tracked by Wall St. Rank hold GGG as of Q4 2018.

  • RGT Wealth Advisors reported no remaining Graco position as of Q4 2018 after selling out during the quarter.
  • RGT Wealth Advisors sold 5,757 Graco shares in Q4 2018, an estimated $267K.
  • RGT Wealth Advisors first reported a position in Graco in Q4 2017 and held it in 4 quarters.
  • RGT Wealth Advisors's Graco position peaked at $267K in Q3 2018.
  • 408 funds tracked by Wall St. Rank held Graco as of Q4 2018.

Based on RGT Wealth Advisors's 13F filing for Q4 2018, filed 14 Feb 2019.