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Rowland Carmichael Advisors’s Guidewire Software GWRE Stock Holding History

Rowland Carmichael 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
Q2 		– Sell
-6,151
Closed -$488K – 356
2020
Q1 		$488K Sell
6,151
-2,611
-30% -$273K 0.25% 115
2019
Q4 		$962K Sell
8,762
-790
-8% -$88.4K 0.33% 75
2019
Q3 		$1.01M Sell
9,552
-1,312
-12% -$132K 0.35% 66
2019
Q2 		$1.1M Sell
10,864
-170
-2% -$17.3K 0.38% 55
2019
Q1 		$1.07M Buy
11,034
+4,481
+68% +$401K 0.39% 52
2018
Q4 		$526K Buy
+6,553
New +$571K 0.23% 115

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 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 $66.6B AUM 7.35% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Rowland Carmichael Advisors's GWRE Position: Q2 2020 in Review

Rowland Carmichael Advisors sold out of Guidewire Software (GWRE) in Q2 2020, closing a stake of 6,151 shares — an estimated $488K sold.

Rowland Carmichael Advisors first reported a position in GWRE in Q4 2018 and held it in 6 quarters. The position peaked at $1.1M in Q2 2019. 363 funds tracked by Wall St. Rank hold GWRE as of Q2 2020.

  • Rowland Carmichael Advisors reported no remaining Guidewire Software position as of Q2 2020 after selling out during the quarter.
  • Rowland Carmichael Advisors sold 6,151 Guidewire Software shares in Q2 2020, an estimated $488K.
  • Rowland Carmichael Advisors first reported a position in Guidewire Software in Q4 2018 and held it in 6 quarters.
  • Rowland Carmichael Advisors's Guidewire Software position peaked at $1.1M in Q2 2019.
  • 363 funds tracked by Wall St. Rank held Guidewire Software as of Q2 2020.

Based on Rowland Carmichael Advisors's 13F filing for Q2 2020, filed 4 Aug 2020.