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Vivaldi Capital Management’s US Global Investors GROW Stock Holding History

Vivaldi Capital Management’s Portfolio GROW Stock Details GROW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		– Sell
-10,000
Closed -$34K – 288
2020
Q2 		$34K Buy
+10,000
New +$18.1K 0.01% 260

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TI
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Vivaldi Capital Management's GROW Position: Q3 2020 in Review

Vivaldi Capital Management sold out of US Global Investors (GROW) in Q3 2020, closing a stake of 10,000 shares — an estimated $34K sold.

Vivaldi Capital Management first reported a position in GROW in Q2 2020 and held it in 1 quarter. The position peaked at $34K in Q2 2020. 28 funds tracked by Wall St. Rank hold GROW as of Q3 2020.

  • Vivaldi Capital Management reported no remaining US Global Investors position as of Q3 2020 after selling out during the quarter.
  • Vivaldi Capital Management sold 10,000 US Global Investors shares in Q3 2020, an estimated $34K.
  • Vivaldi Capital Management first reported a position in US Global Investors in Q2 2020 and held it in 1 quarter.
  • Vivaldi Capital Management's US Global Investors position peaked at $34K in Q2 2020.
  • 28 funds tracked by Wall St. Rank held US Global Investors as of Q3 2020.

Based on Vivaldi Capital Management's 13F filing for Q3 2020, filed 16 Nov 2020.