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Disclosery

Geneva Advisors, LLC: GWRE position timeline

Available 13F reports, 13D and 13G stakes and each Form 3, 4 and 5 line of Geneva Advisors, LLC on GWRE, newest first. How the timeline and the estimate are built.

Geneva Advisors, LLC held 286,683 GWRE shares at 2017-06-30 per its 13F-HR filed 2017-08-07.

the latest 13F is the newest step

  1. period ended2017-06-30
    13F 286,683 shares
    Change vs previous 13F -1,096 shares

    0.34% of the 13F portfolio, value $19,698,000.

    13F-HR 0001144204-17-040796 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  2. period ended2017-03-31
    13F 287,779 shares
    Change vs previous 13F -2,549 shares

    0.29% of the 13F portfolio, value $16,211,000.

    13F-HR 0001144204-17-023557 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  3. period ended2016-12-31
    13F 290,328 shares
    Change vs previous 13F -31,886 shares

    0.28% of the 13F portfolio, value $14,322,000.

    13F-HR 0001144204-17-007302 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  4. period ended2016-09-30
    13F 322,214 shares
    Change vs previous 13F +206,144 shares

    0.36% of the 13F portfolio, value $19,326,000.

    13F-HR 0001144204-16-132719 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).

  5. period ended2016-06-30
    13F 116,070 shares
    Change vs previous 13F not available

    0.14% of the 13F portfolio, value $7,168,000.

    13F-HR 0001144204-16-117161 filed by Geneva Advisors, LLC
    Filed (acceptance time not in the bulk data set), ingested

    Acceptance time not in the bulk data set (spec §4.2).