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Glassman Wealth Services’s Dorian LPG LPG Stock Holding History

Glassman Wealth Services’s Portfolio LPG Stock Details LPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-22
Closed – – 880
2018
Q3 		$0 Hold
22
– – ﹤0.01% 886
2018
Q2 		$0 Hold
22
– – ﹤0.01% 881
2018
Q1 		$0 Hold
22
– – ﹤0.01% 834
2017
Q4 		$0 Buy
+22
New +$169 ﹤0.01% 736

Other funds holding LPG

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Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
OC
Oppenheimer & Close New York $159M AUM 60.56% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
USAA
United Services Automobile Association San Antonio, Texas $851M AUM 5.13% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Glassman Wealth Services's LPG Position: Q4 2018 in Review

Glassman Wealth Services sold out of Dorian LPG (LPG) in Q4 2018, closing a stake of 22 shares.

Glassman Wealth Services first reported a position in LPG in Q4 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 78 funds tracked by Wall St. Rank hold LPG as of Q4 2018.

  • Glassman Wealth Services reported no remaining Dorian LPG position as of Q4 2018 after selling out during the quarter.
  • Glassman Wealth Services sold 22 Dorian LPG shares in Q4 2018.
  • Glassman Wealth Services first reported a position in Dorian LPG in Q4 2017 and held it in 4 quarters.
  • Glassman Wealth Services's Dorian LPG position peaked at $0 in Q3 2018.
  • 78 funds tracked by Wall St. Rank held Dorian LPG as of Q4 2018.

Based on Glassman Wealth Services's 13F filing for Q4 2018, filed 6 Feb 2019.