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Signature Wealth Management Group’s Gen Digital GEN Stock Holding History

Signature Wealth Management Group’s Portfolio GEN Stock Details GEN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		– Sell
-200
Closed -$4K – 333
2018
Q2 		$4K Sell
200
-126
-39% -$3.03K ﹤0.01% 263
2018
Q1 		$8K Hold
326
– – 0.01% 201
2017
Q4 		$9K Buy
+326
New +$9.75K 0.01% 192

Other funds holding GEN

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
SV
Starboard Value New York $4.52B AUM 19.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
CGI
CI Global Investments Oakland, California $6.5B AUM 8.71% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Signature Wealth Management Group's GEN Position: Q3 2018 in Review

Signature Wealth Management Group sold out of Gen Digital (GEN) in Q3 2018, closing a stake of 200 shares — an estimated $4K sold.

Signature Wealth Management Group first reported a position in GEN in Q4 2017 and held it in 3 quarters. The position peaked at $9K in Q4 2017. 491 funds tracked by Wall St. Rank hold GEN as of Q3 2018.

  • Signature Wealth Management Group reported no remaining Gen Digital position as of Q3 2018 after selling out during the quarter.
  • Signature Wealth Management Group sold 200 Gen Digital shares in Q3 2018, an estimated $4K.
  • Signature Wealth Management Group first reported a position in Gen Digital in Q4 2017 and held it in 3 quarters.
  • Signature Wealth Management Group's Gen Digital position peaked at $9K in Q4 2017.
  • 491 funds tracked by Wall St. Rank held Gen Digital as of Q3 2018.

Based on Signature Wealth Management Group's 13F filing for Q3 2018, filed 30 Oct 2018.