WAM
AAC

Wealthspire Advisors (Maryland)’s AAC Holdings AAC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AAC Stock Details AAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-10
Closed – – 2651
2018
Q3 		$0 Hold
10
– – ﹤0.01% 2592
2018
Q2 		$0 Hold
10
– – ﹤0.01% 2666
2018
Q1 		$0 Hold
10
– – ﹤0.01% 2714
2017
Q4 		$0 Hold
10
– – ﹤0.01% 2617
2017
Q3 		$0 Hold
10
– – ﹤0.01% 2568
2017
Q2 		$0 Hold
10
– – ﹤0.01% 2336
2017
Q1 		$0 Hold
10
– – ﹤0.01% 2072
2016
Q4 		$0 Buy
+10
New +$114 ﹤0.01% 1895

Other funds holding AAC

DM
Deerfield Management New York $8.48B AUM 99.04% 1-Year Est. Return
TCM
TimesSquare Capital Management New York $5.89B AUM 28.74% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
AGA
Altrinsic Global Advisors Stamford, Connecticut $2.79B AUM 7.25% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
MIP
Mondrian Investment Partners London, United Kingdom $6.48B AUM 18.36% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AMH
Apollo Management Holdings New York $7.6B AUM 23.97% 1-Year Est. Return
ECM
Empirical Capital Management Hendersonville, Tennessee $366M AUM 40.78% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AAC Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of AAC Holdings (AAC) in Q4 2018, closing a stake of 10 shares.

Wealthspire Advisors (Maryland) first reported a position in AAC in Q4 2016 and held it in 8 quarters. The position peaked at $0 in Q3 2018. 64 funds tracked by Wall St. Rank hold AAC as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining AAC Holdings position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 10 AAC Holdings shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in AAC Holdings in Q4 2016 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s AAC Holdings position peaked at $0 in Q3 2018.
  • 64 funds tracked by Wall St. Rank held AAC Holdings as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.