RCA
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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 $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
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $61.3B AUM 26.25% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
JSP
Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return