Wealthspire Advisors (Maryland)’s Arlington Asset Investment Corp. AAIC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AAIC Stock Details AAIC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q1	–	Sell	-500	Closed	-$6K	–	2676
2017 Q4	$6K	Hold	500	–	–	﹤0.01%	1801
2017 Q3	$6K	Sell	500 -1,500	-75%	-$19.8K	﹤0.01%	1764
2017 Q2	$27K	Sell	2,000 -1,000	-33%	-$14.4K	﹤0.01%	1161
2017 Q1	$42K	Hold	3,000	–	–	0.01%	848
2016 Q4	$44K	Buy	+3,000	New	+$45.9K	0.01%	809
2016 Q3	–	Sell	-25	Closed	–	–	1820
2016 Q2	$0	Hold	25	–	–	﹤0.01%	1830
2016 Q1	$0	Buy	+25	New	+$302	﹤0.01%	1870

Other funds holding AAIC

AFG

American Financial Group Cincinnati, Ohio $270M AUM 3.25% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

MVP

Miller Value Partners Sarasota, Florida $383M AUM 38.57% 1-Year Est. Return

Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AAIC Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Arlington Asset Investment Corp. (AAIC) in Q1 2018, closing a stake of 500 shares — an estimated $6K sold.

Wealthspire Advisors (Maryland) first reported a position in AAIC in Q1 2016 and held it in 7 quarters. The position peaked at $44K in Q4 2016. 98 funds tracked by Wall St. Rank hold AAIC as of Q1 2018.

Wealthspire Advisors (Maryland) reported no remaining Arlington Asset Investment Corp. position as of Q1 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 500 Arlington Asset Investment Corp. shares in Q1 2018, an estimated $6K.
Wealthspire Advisors (Maryland) first reported a position in Arlington Asset Investment Corp. in Q1 2016 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Arlington Asset Investment Corp. position peaked at $44K in Q4 2016.
98 funds tracked by Wall St. Rank held Arlington Asset Investment Corp. as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.