TCWM
GRF

Total Clarity Wealth Management’s Eagle Capital Growth Fund GRF Stock Holding History

Total Clarity Wealth Management’s Portfolio GRF Stock Details GRF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q1 		– Sell
-6,591
Closed -$53K – 289
2019
Q4 		$53K Buy
+6,591
New +$52.1K 0.04% 256

Other funds holding GRF

MC
Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return
CCP
Cardan Capital Partners Denver, Colorado $893M AUM 22.82% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
AA
Ancora Advisors Cleveland, Ohio $4.7B AUM 19.05% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Total Clarity Wealth Management's GRF Position: Q1 2020 in Review

Total Clarity Wealth Management sold out of Eagle Capital Growth Fund (GRF) in Q1 2020, closing a stake of 6,591 shares — an estimated $53K sold.

Total Clarity Wealth Management first reported a position in GRF in Q4 2019 and held it in 1 quarter. The position peaked at $53K in Q4 2019. 10 funds tracked by Wall St. Rank hold GRF as of Q1 2020.

  • Total Clarity Wealth Management reported no remaining Eagle Capital Growth Fund position as of Q1 2020 after selling out during the quarter.
  • Total Clarity Wealth Management sold 6,591 Eagle Capital Growth Fund shares in Q1 2020, an estimated $53K.
  • Total Clarity Wealth Management first reported a position in Eagle Capital Growth Fund in Q4 2019 and held it in 1 quarter.
  • Total Clarity Wealth Management's Eagle Capital Growth Fund position peaked at $53K in Q4 2019.
  • 10 funds tracked by Wall St. Rank held Eagle Capital Growth Fund as of Q1 2020.

Based on Total Clarity Wealth Management's 13F filing for Q1 2020, filed 24 Apr 2020.