Wealthspire Advisors (Maryland)’s Great Western Bancorp, Inc. GWB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GWB Stock Details GWB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-215	Closed	-$7K	–	2312
2019 Q1	$7K	Buy	215 +7	+3%	+$243	﹤0.01%	1716
2018 Q4	$7K	Buy	208 +63	+43%	+$2.29K	﹤0.01%	1624
2018 Q3	$6K	Sell	145 -38	-21%	-$1.62K	﹤0.01%	1759
2018 Q2	$8K	Buy	183 +47	+35%	+$1.99K	﹤0.01%	1640
2018 Q1	$5K	Hold	136	–	–	﹤0.01%	1852
2017 Q4	$5K	Buy	136 +64	+89%	+$2.59K	﹤0.01%	1862
2017 Q3	$3K	Hold	72	–	–	﹤0.01%	1937
2017 Q2	$3K	Hold	72	–	–	﹤0.01%	1930
2017 Q1	$3K	Hold	72	–	–	﹤0.01%	1648
2016 Q4	$3K	Hold	72	–	–	﹤0.01%	1509
2016 Q3	$2K	Hold	72	–	–	﹤0.01%	1582
2016 Q2	$2K	Hold	72	–	–	﹤0.01%	1544
2016 Q1	$2K	Buy	+72	New	+$1.84K	﹤0.01%	1572

Other funds holding GWB

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

MPI

Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Great Western Bancorp, Inc. (GWB) in Q2 2019, closing a stake of 215 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in GWB in Q1 2016 and held it in 13 quarters. The position peaked at $8K in Q2 2018. 184 funds tracked by Wall St. Rank hold GWB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Great Western Bancorp, Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 215 Great Western Bancorp, Inc. shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Great Western Bancorp, Inc. in Q1 2016 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Great Western Bancorp, Inc. position peaked at $8K in Q2 2018.
184 funds tracked by Wall St. Rank held Great Western Bancorp, Inc. as of Q2 2019.

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