WAM
GEF icon

Wealthspire Advisors (Maryland)’s Greif GEF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GEF Stock Details GEF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-25
Closed -$1K – 1050
2019
Q1 		$1K Buy
25
+17
+213% +$679 ﹤0.01% 2329
2018
Q4 		$0 Sell
8
-26
-76% -$1.22K ﹤0.01% 2482
2018
Q3 		$2K Hold
34
– – ﹤0.01% 2149
2018
Q2 		$2K Hold
34
– – ﹤0.01% 2151
2018
Q1 		$2K Sell
34
-39
-53% -$2.2K ﹤0.01% 2167
2017
Q4 		$4K Buy
+73
New +$4.15K ﹤0.01% 1900

Other funds holding GEF

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
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
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GEF Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Greif (GEF) in Q2 2019, closing a stake of 25 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in GEF in Q4 2017 and held it in 6 quarters. The position peaked at $4K in Q4 2017. 188 funds tracked by Wall St. Rank hold GEF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Greif position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 Greif shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Greif in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Greif position peaked at $4K in Q4 2017.
  • 188 funds tracked by Wall St. Rank held Greif as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.