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Signature Wealth Management Group’s Greif GEF Stock Holding History

Signature Wealth Management Group’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-200
Closed -$9K – 153
2018
Q3 		$9K Hold
200
– – 0.01% 193
2018
Q2 		$11K Hold
200
– – 0.01% 172
2018
Q1 		$10K Hold
200
– – 0.01% 177
2017
Q4 		$12K Buy
+200
New +$11.4K 0.01% 170

Other funds holding GEF

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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Signature Wealth Management Group's GEF Position: Q4 2018 in Review

Signature Wealth Management Group sold out of Greif (GEF) in Q4 2018, closing a stake of 200 shares — an estimated $9K sold.

Signature Wealth Management Group first reported a position in GEF in Q4 2017 and held it in 4 quarters. The position peaked at $12K in Q4 2017. 185 funds tracked by Wall St. Rank hold GEF as of Q4 2018.

  • Signature Wealth Management Group reported no remaining Greif position as of Q4 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 200 Greif shares in Q4 2018, an estimated $9K.
  • Signature Wealth Management Group first reported a position in Greif in Q4 2017 and held it in 4 quarters.
  • Signature Wealth Management Group's Greif position peaked at $12K in Q4 2017.
  • 185 funds tracked by Wall St. Rank held Greif as of Q4 2018.

Based on Signature Wealth Management Group's 13F filing for Q4 2018, filed 11 Feb 2019.