Wealthspire Advisors (Maryland)’s Advisory Board Co ABCO Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2017
Q4
Sell
-550
Closed -$29K 2647
2017
Q3
$29K Hold
550
﹤0.01% 1177
2017
Q2
$28K Hold
550
﹤0.01% 1154
2017
Q1
$26K Hold
550
﹤0.01% 1006
2016
Q4
$18K Sell
550
-350
-39% -$12.9K ﹤0.01% 1061
2016
Q3
$40K Hold
900
0.01% 842
2016
Q2
$32K Buy
900
+550
+157% +$18.1K 0.01% 854
2016
Q1
$11K Hold
350
﹤0.01% 1173
2015
Q4
$17K Buy
+350
New +$17K ﹤0.01% 1031

Wealthspire Advisors (Maryland)'s ABCO Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Advisory Board Co (ABCO) in Q4 2017, closing a stake of 550 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in ABCO in Q4 2015 and held it in 8 quarters. The position peaked at $40K in Q3 2016. 0 funds tracked by Wall St. Rank hold ABCO as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Advisory Board Co position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 550 Advisory Board Co shares in Q4 2017, an estimated $29K.
  • Wealthspire Advisors (Maryland) first reported a position in Advisory Board Co in Q4 2015 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Advisory Board Co position peaked at $40K in Q3 2016.
  • 0 funds tracked by Wall St. Rank held Advisory Board Co as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.