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Transform Wealth’s Grand Canyon Education LOPE Stock Holding History

Transform Wealth’s Portfolio LOPE Stock Details LOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-14,600
Closed -$1.65M – 191
2018
Q3 		$1.65M Sell
14,600
-7,200
-33% -$840K 0.29% 98
2018
Q2 		$2.43M Buy
+21,800
New +$2.39M 0.44% 77

Other funds holding LOPE

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
ACH
ArrowMark Colorado Holdings Denver, Colorado $2.4B AUM 42.85% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity International
Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Handelsbanken Fonder
Handelsbanken Fonder Stockholm, Sweden $35.1B AUM 47.76% 1-Year Est. Return

Transform Wealth's LOPE Position: Q4 2018 in Review

Transform Wealth sold out of Grand Canyon Education (LOPE) in Q4 2018, closing a stake of 14,600 shares — an estimated $1.65M sold.

Transform Wealth first reported a position in LOPE in Q2 2018 and held it in 2 quarters. The position peaked at $2.43M in Q2 2018. 306 funds tracked by Wall St. Rank hold LOPE as of Q4 2018.

  • Transform Wealth reported no remaining Grand Canyon Education position as of Q4 2018 after selling out during the quarter.
  • Transform Wealth sold 14,600 Grand Canyon Education shares in Q4 2018, an estimated $1.65M.
  • Transform Wealth first reported a position in Grand Canyon Education in Q2 2018 and held it in 2 quarters.
  • Transform Wealth's Grand Canyon Education position peaked at $2.43M in Q2 2018.
  • 306 funds tracked by Wall St. Rank held Grand Canyon Education as of Q4 2018.

Based on Transform Wealth's 13F filing for Q4 2018, filed 30 Jan 2019.