YorkBridge Wealth Partners’s Guidewire Software GWRE Stock Holding History

YorkBridge Wealth Partners’s Portfolio GWRE Stock Details GWRE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q3	–	Sell	-400	Closed	-$41K	–	368
2019 Q2	$41K	Hold	400	–	–	0.02%	386
2019 Q1	$39K	Hold	400	–	–	0.02%	383
2018 Q4	$32K	Hold	400	–	–	0.02%	372
2018 Q3	$40K	Hold	400	–	–	0.02%	385
2018 Q2	$36K	Hold	400	–	–	0.02%	401
2018 Q1	$33K	Hold	400	–	–	0.02%	419
2017 Q4	$30K	Hold	400	–	–	0.01%	432
2017 Q3	$31K	Hold	400	–	–	0.02%	434
2017 Q2	$27K	Hold	400	–	–	0.01%	449
2017 Q1	$24K	Hold	400	–	–	0.01%	461
2016 Q4	$23K	Buy	+400	New	+$22.4K	0.01%	456

Other funds holding GWRE

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

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

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Artisan Partners Milwaukee, Wisconsin $63.1B AUM 35.51% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BCM

Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 1-Year Est. Return

DCP

D1 Capital Partners New York $34.8B AUM 11.34% 1-Year Est. Return

Stockbridge Partners Boston, Massachusetts $4.75B AUM 18.52% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

YorkBridge Wealth Partners's GWRE Position: Q3 2019 in Review

YorkBridge Wealth Partners sold out of Guidewire Software (GWRE) in Q3 2019, closing a stake of 400 shares — an estimated $41K sold.

YorkBridge Wealth Partners first reported a position in GWRE in Q4 2016 and held it in 11 quarters. The position peaked at $41K in Q2 2019. 310 funds tracked by Wall St. Rank hold GWRE as of Q3 2019.

YorkBridge Wealth Partners reported no remaining Guidewire Software position as of Q3 2019 after selling out during the quarter.
YorkBridge Wealth Partners sold 400 Guidewire Software shares in Q3 2019, an estimated $41K.
YorkBridge Wealth Partners first reported a position in Guidewire Software in Q4 2016 and held it in 11 quarters.
YorkBridge Wealth Partners's Guidewire Software position peaked at $41K in Q2 2019.
310 funds tracked by Wall St. Rank held Guidewire Software as of Q3 2019.

Based on YorkBridge Wealth Partners's 13F filing for Q3 2019, filed 21 Oct 2019.