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Wagner Wealth Management (South Carolina)’s Interparfums IPAR Stock Holding History

Wagner Wealth Management (South Carolina)’s Portfolio IPAR Stock Details IPAR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q3 		$1K Hold
14
– – ﹤0.01% 623
2018
Q2 		$1K Hold
14
– – ﹤0.01% 591
2018
Q1 		$1K Buy
+14
New +$634 ﹤0.01% 551
2017
Q4 		– Hold
0
– – – 654

Other funds holding IPAR

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
RIM
Ranger Investment Management Dallas, Texas $1.38B AUM 24.55% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FPCG
Fort Pitt Capital Group Pittsburgh, Pennsylvania $3.55B AUM 34.86% 1-Year Est. Return

Wagner Wealth Management (South Carolina)'s IPAR Position: Q3 2018 in Review

Wagner Wealth Management (South Carolina) held its Interparfums (IPAR) position steady in Q3 2018 at 14 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #623.

Wagner Wealth Management (South Carolina) first reported a position in IPAR in Q1 2018 and has held it in 3 quarters since. 179 funds tracked by Wall St. Rank hold IPAR as of Q3 2018.

  • Wagner Wealth Management (South Carolina) held 14 shares of Interparfums worth $1K as of Q3 2018.
  • Wagner Wealth Management (South Carolina) left its Interparfums share count unchanged in Q3 2018.
  • Interparfums made up ﹤0.01% of Wagner Wealth Management (South Carolina)'s portfolio in Q3 2018, its #623 holding.
  • Wagner Wealth Management (South Carolina) first reported a position in Interparfums in Q1 2018 and has held it in 3 quarters since.
  • 179 funds tracked by Wall St. Rank held Interparfums as of Q3 2018.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q3 2018, filed 5 Nov 2018.