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TRUE Private Wealth Advisors’s Guidewire Software GWRE Stock Holding History

TRUE Private Wealth Advisors’s Portfolio GWRE Stock Details GWRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-32
Closed -$3.23K – 528
2018
Q3 		$3.23K Buy
+32
New +$3.08K ﹤0.01% 962

Other funds holding GWRE

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Artisan Partners
Artisan Partners Milwaukee, Wisconsin $62.3B AUM 26.25% 1-Year Est. Return
BCM
Brown Capital Management Baltimore, Maryland $704M AUM 6.25% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
DCP
D1 Capital Partners New York $11.2B AUM 15.78% 1-Year Est. Return
SP
Stockbridge Partners Boston, Massachusetts $4.14B AUM 16.9% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

TRUE Private Wealth Advisors's GWRE Position: Q4 2018 in Review

TRUE Private Wealth Advisors sold out of Guidewire Software (GWRE) in Q4 2018, closing a stake of 32 shares — an estimated $3.23K sold.

TRUE Private Wealth Advisors first reported a position in GWRE in Q3 2018 and held it in 1 quarter. The position peaked at $3.23K in Q3 2018. 311 funds tracked by Wall St. Rank hold GWRE as of Q4 2018.

  • TRUE Private Wealth Advisors reported no remaining Guidewire Software position as of Q4 2018 after selling out during the quarter.
  • TRUE Private Wealth Advisors sold 32 Guidewire Software shares in Q4 2018, an estimated $3.23K.
  • TRUE Private Wealth Advisors first reported a position in Guidewire Software in Q3 2018 and held it in 1 quarter.
  • TRUE Private Wealth Advisors's Guidewire Software position peaked at $3.23K in Q3 2018.
  • 311 funds tracked by Wall St. Rank held Guidewire Software as of Q4 2018.

Based on TRUE Private Wealth Advisors's 13F filing for Q4 2018, filed 14 Jan 2019.