Transform Wealth’s Glacier Bancorp GBCI Stock Holding History

Transform Wealth’s Portfolio GBCI Stock Details GBCI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-8,888	Closed	-$360K	–	224
2019 Q2	$360K	Buy	+8,888	New	+$365K	0.05%	195

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

Transform Wealth's GBCI Position: Q3 2019 in Review

Transform Wealth sold out of Glacier Bancorp (GBCI) in Q3 2019, closing a stake of 8,888 shares — an estimated $360K sold.

Transform Wealth first reported a position in GBCI in Q2 2019 and held it in 1 quarter. The position peaked at $360K in Q2 2019. 253 funds tracked by Wall St. Rank hold GBCI as of Q3 2019.

Transform Wealth reported no remaining Glacier Bancorp position as of Q3 2019 after selling out during the quarter.
Transform Wealth sold 8,888 Glacier Bancorp shares in Q3 2019, an estimated $360K.
Transform Wealth first reported a position in Glacier Bancorp in Q2 2019 and held it in 1 quarter.
Transform Wealth's Glacier Bancorp position peaked at $360K in Q2 2019.
253 funds tracked by Wall St. Rank held Glacier Bancorp as of Q3 2019.

Based on Transform Wealth's 13F filing for Q3 2019, filed 24 Oct 2019.