Wealthspire Advisors (Maryland)’s American Capital Ltd ACAS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-993	Closed	-$18K	–	2119
2016 Q4	$18K	Sell	993 -3	-0.3%	-$52	﹤0.01%	1062
2016 Q3	$17K	Hold	996	–	–	﹤0.01%	1115
2016 Q2	$16K	Hold	996	–	–	﹤0.01%	1089
2016 Q1	$15K	Hold	996	–	–	﹤0.01%	1091
2015 Q4	$14K	Buy	+996	New	+$13.6K	﹤0.01%	1107

Other funds holding ACAS

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Krilogy Financial St. Louis, Missouri $3.11B AUM 20.67% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACAS Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of American Capital Ltd (ACAS) in Q1 2017, closing a stake of 993 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in ACAS in Q4 2015 and held it in 5 quarters. The position peaked at $18K in Q4 2016. 2 funds tracked by Wall St. Rank hold ACAS as of Q1 2017.

Wealthspire Advisors (Maryland) reported no remaining American Capital Ltd position as of Q1 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 993 American Capital Ltd shares in Q1 2017, an estimated $18K.
Wealthspire Advisors (Maryland) first reported a position in American Capital Ltd in Q4 2015 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s American Capital Ltd position peaked at $18K in Q4 2016.
2 funds tracked by Wall St. Rank held American Capital Ltd as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.