WealthBridge Capital Management’s Adams Diversified Equity Fund ADX Stock Holding History

WealthBridge Capital Management’s Portfolio ADX Stock Details ADX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,535	Closed	-$23K	–	121
2019 Q1	$23K	Hold	1,535	–	–	0.01%	430
2018 Q4	$19K	Buy	+1,535	New	+$22.6K	0.01%	416

Other funds holding ADX

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

1CP

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

KIM

Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

BBPWM

Blue Bell Private Wealth Management Blue Bell, Pennsylvania $696M AUM 17.73% 1-Year Est. Return

DBT

Dubuque Bank & Trust Dubuque, Iowa $748M AUM 12.31% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

1832 Asset Management Toronto, Ontario, Canada $109B AUM 35.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

WealthBridge Capital Management's ADX Position: Q2 2019 in Review

WealthBridge Capital Management sold out of Adams Diversified Equity Fund (ADX) in Q2 2019, closing a stake of 1,535 shares — an estimated $23K sold.

WealthBridge Capital Management first reported a position in ADX in Q4 2018 and held it in 2 quarters. The position peaked at $23K in Q1 2019. 113 funds tracked by Wall St. Rank hold ADX as of Q2 2019.

WealthBridge Capital Management reported no remaining Adams Diversified Equity Fund position as of Q2 2019 after selling out during the quarter.
WealthBridge Capital Management sold 1,535 Adams Diversified Equity Fund shares in Q2 2019, an estimated $23K.
WealthBridge Capital Management first reported a position in Adams Diversified Equity Fund in Q4 2018 and held it in 2 quarters.
WealthBridge Capital Management's Adams Diversified Equity Fund position peaked at $23K in Q1 2019.
113 funds tracked by Wall St. Rank held Adams Diversified Equity Fund as of Q2 2019.

Based on WealthBridge Capital Management's 13F filing for Q2 2019, filed 13 Aug 2019.