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Transform Wealth’s Granite Construction GVA Stock Holding History

Transform Wealth’s Portfolio GVA Stock Details GVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-6,198
Closed -$250K – 174
2018
Q4 		$250K Hold
6,198
– – 0.05% 157
2018
Q3 		$283K Buy
+6,198
New +$303K 0.05% 165

Other funds holding GVA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

Transform Wealth's GVA Position: Q1 2019 in Review

Transform Wealth sold out of Granite Construction (GVA) in Q1 2019, closing a stake of 6,198 shares — an estimated $250K sold.

Transform Wealth first reported a position in GVA in Q3 2018 and held it in 2 quarters. The position peaked at $283K in Q3 2018. 244 funds tracked by Wall St. Rank hold GVA as of Q1 2019.

  • Transform Wealth reported no remaining Granite Construction position as of Q1 2019 after selling out during the quarter.
  • Transform Wealth sold 6,198 Granite Construction shares in Q1 2019, an estimated $250K.
  • Transform Wealth first reported a position in Granite Construction in Q3 2018 and held it in 2 quarters.
  • Transform Wealth's Granite Construction position peaked at $283K in Q3 2018.
  • 244 funds tracked by Wall St. Rank held Granite Construction as of Q1 2019.

Based on Transform Wealth's 13F filing for Q1 2019, filed 12 Apr 2019.