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Whitegate Investment Counselors’s iShares GNMA Bond ETF GNMA Stock Holding History

Whitegate Investment Counselors’s Portfolio GNMA Stock Details GNMA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q4 		– Sell
-17,845
Closed -$892K – 116
2021
Q3 		$892K Sell
17,845
-400
-2% -$20K 0.13% 124
2021
Q2 		$912K Buy
18,245
+70
+0.4% +$3.51K 0.13% 124
2021
Q1 		$914K Sell
18,175
-690
-4% -$34.9K 0.14% 119
2020
Q4 		$962K Sell
18,865
-276
-1% -$14.1K 0.16% 108
2020
Q3 		$978K Buy
19,141
+2,931
+18% +$150K 0.18% 101
2020
Q2 		$833K Buy
16,210
+4,288
+36% +$221K 0.17% 109
2020
Q1 		$615K Sell
11,922
-2,018
-14% -$102K 0.15% 115
2019
Q4 		$700K Buy
13,940
+3,155
+29% +$158K 0.13% 126
2019
Q3 		$543K Buy
10,785
+265
+3% +$13.3K 0.11% 137
2019
Q2 		$527K Hold
10,520
– – 0.11% 132
2019
Q1 		$521K Buy
10,520
+125
+1% +$6.12K 0.11% 131
2018
Q4 		$506K Buy
10,395
+665
+7% +$31.8K 0.12% 129
2018
Q3 		$469K Buy
9,730
+4,140
+74% +$200K 0.1% 135
2018
Q2 		$270K Buy
+5,590
New +$270K 0.06% 162

Other funds holding GNMA

FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return
WTB
Washington Trust Bank Spokane, Washington $1.36B AUM 21.14% 1-Year Est. Return
EVM
Eaton Vance Management Boston, Massachusetts $67.5B AUM 11.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
PGA
Portland Global Advisors Portland, Maine $938M AUM 13.22% 1-Year Est. Return
Financial Engines Advisors
Financial Engines Advisors Santa Clara, California $49.2B AUM 14.31% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BIA
Bigelow Investment Advisors Portland, Maine $250M AUM 19.33% 1-Year Est. Return
GIM
Goelzer Investment Management Carmel, Indiana $2.29B AUM 39.12% 1-Year Est. Return

Whitegate Investment Counselors's GNMA Position: Q4 2021 in Review

Whitegate Investment Counselors sold out of iShares GNMA Bond ETF (GNMA) in Q4 2021, closing a stake of 17,845 shares — an estimated $892K sold.

Whitegate Investment Counselors first reported a position in GNMA in Q2 2018 and held it in 14 quarters. The position peaked at $978K in Q3 2020. 102 funds tracked by Wall St. Rank hold GNMA as of Q4 2021.

  • Whitegate Investment Counselors reported no remaining iShares GNMA Bond ETF position as of Q4 2021 after selling out during the quarter.
  • Whitegate Investment Counselors sold 17,845 iShares GNMA Bond ETF shares in Q4 2021, an estimated $892K.
  • Whitegate Investment Counselors first reported a position in iShares GNMA Bond ETF in Q2 2018 and held it in 14 quarters.
  • Whitegate Investment Counselors's iShares GNMA Bond ETF position peaked at $978K in Q3 2020.
  • 102 funds tracked by Wall St. Rank held iShares GNMA Bond ETF as of Q4 2021.

Based on Whitegate Investment Counselors's 13F filing for Q4 2021, filed 3 Feb 2022.