WAM
GK

Wealthspire Advisors (Maryland)’s G&K Services Inc GK Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GK Stock Details GK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-225
Closed -$17K – 1861
2016
Q2 		$17K Hold
225
– – ﹤0.01% 1058
2016
Q1 		$16K Hold
225
– – ﹤0.01% 1054
2015
Q4 		$14K Buy
+225
New +$15K ﹤0.01% 1104

Other funds holding GK

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GK Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of G&K Services Inc (GK) in Q3 2016, closing a stake of 225 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in GK in Q4 2015 and held it in 3 quarters. The position peaked at $17K in Q2 2016. 179 funds tracked by Wall St. Rank hold GK as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining G&K Services Inc position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 225 G&K Services Inc shares in Q3 2016, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in G&K Services Inc in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s G&K Services Inc position peaked at $17K in Q2 2016.
  • 179 funds tracked by Wall St. Rank held G&K Services Inc as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.