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Wagner Wealth Management (South Carolina)’s Global Industrial GIC Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio GIC Stock Details GIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$5K Hold
147
– – ﹤0.01% 487
2018
Q2 		$5K Buy
+147
New +$4.7K ﹤0.01% 462

Other funds holding GIC

PGP
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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
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Luther King Capital Management (LKCM)
Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s GIC Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Global Industrial (GIC) position steady in Q3 2018 at 147 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #487.

Wagner Wealth Management (South Carolina) first reported a position in GIC in Q2 2018 and has held it in 2 quarters since. 107 funds tracked by Wall St. Rank hold GIC as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 147 shares of Global Industrial worth $5K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Global Industrial share count unchanged in Q3 2018.
  • Global Industrial made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #487 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Global Industrial in Q2 2018 and has held it in 2 quarters since.
  • 107 funds tracked by Wall St. Rank held Global Industrial as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.