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Veritable’s Gaia GAIA Stock Holding History

Veritable’s Portfolio GAIA Stock Details GAIA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2015
Q1 		– Sell
-25,500
Closed -$182K – 946
2014
Q4 		$182K Hold
25,500
– – ﹤0.01% 893
2014
Q3 		$187K Hold
25,500
– – ﹤0.01% 914
2014
Q2 		$196K Hold
25,500
– – ﹤0.01% 903
2014
Q1 		$185K Hold
25,500
– – ﹤0.01% 865
2013
Q4 		$169K Hold
25,500
– – ﹤0.01% 863
2013
Q3 		$128K Hold
25,500
– – ﹤0.01% 887
2013
Q2 		$114K Buy
+25,500
New +$110K ﹤0.01% 901

Other funds holding GAIA

PCM
Prentice Capital Management Greenwich, Connecticut $45.7M AUM 2.65% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
FIMG
Financial & Investment Management Group Traverse City, Michigan $274M AUM 8.43% 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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

Veritable's GAIA Position: Q1 2015 in Review

Veritable sold out of Gaia (GAIA) in Q1 2015, closing a stake of 25,500 shares — an estimated $182K sold.

Veritable first reported a position in GAIA in Q2 2013 and held it in 7 quarters. The position peaked at $196K in Q2 2014. 56 funds tracked by Wall St. Rank hold GAIA as of Q1 2015.

  • Veritable reported no remaining Gaia position as of Q1 2015 after selling out during the quarter.
  • Veritable sold 25,500 Gaia shares in Q1 2015, an estimated $182K.
  • Veritable first reported a position in Gaia in Q2 2013 and held it in 7 quarters.
  • Veritable's Gaia position peaked at $196K in Q2 2014.
  • 56 funds tracked by Wall St. Rank held Gaia as of Q1 2015.

Based on Veritable's 13F filing for Q1 2015, filed 15 May 2015.