VFA
GWB

Valeo Financial Advisors’s Great Western Bancorp, Inc. GWB Stock Holding History

Valeo Financial Advisors’s Portfolio GWB Stock Details GWB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-81
Closed -$3K – 1812
2018
Q3 		$3K Buy
+81
New +$3.45K ﹤0.01% 1398

Other funds holding GWB

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Valeo Financial Advisors's GWB Position: Q4 2018 in Review

Valeo Financial Advisors sold out of Great Western Bancorp, Inc. (GWB) in Q4 2018, closing a stake of 81 shares — an estimated $3K sold.

Valeo Financial Advisors first reported a position in GWB in Q3 2018 and held it in 1 quarter. The position peaked at $3K in Q3 2018. 198 funds tracked by Wall St. Rank hold GWB as of Q4 2018.

  • Valeo Financial Advisors reported no remaining Great Western Bancorp, Inc. position as of Q4 2018 after selling out during the quarter.
  • Valeo Financial Advisors sold 81 Great Western Bancorp, Inc. shares in Q4 2018, an estimated $3K.
  • Valeo Financial Advisors first reported a position in Great Western Bancorp, Inc. in Q3 2018 and held it in 1 quarter.
  • Valeo Financial Advisors's Great Western Bancorp, Inc. position peaked at $3K in Q3 2018.
  • 198 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q4 2018.

Based on Valeo Financial Advisors's 13F filing for Q4 2018, filed 30 Jan 2019.