Wealthspire Advisors (Maryland)’s Acco Brands ACCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-160	Closed	-$1K	–	470
2019 Q1	$1K	Hold	160	–	–	﹤0.01%	2277
2018 Q4	$1K	Sell	160 -39	-20%	-$334	﹤0.01%	2207
2018 Q3	$2K	Hold	199	–	–	﹤0.01%	2117
2018 Q2	$3K	Hold	199	–	–	﹤0.01%	1966
2018 Q1	$2K	Sell	199 -47	-19%	-$589	﹤0.01%	2122
2017 Q4	$3K	Buy	246 +30	+14%	+$386	﹤0.01%	1961
2017 Q3	$3K	Buy	216 +12	+6%	+$137	﹤0.01%	1890
2017 Q2	$2K	Sell	204 -1,000	-83%	-$12.4K	﹤0.01%	1957
2017 Q1	$16K	Buy	1,204 +968	+410%	+$12.6K	﹤0.01%	1154
2016 Q4	$3K	Buy	236 +47	+25%	+$550	﹤0.01%	1459
2016 Q3	$2K	Hold	189	–	–	﹤0.01%	1527
2016 Q2	$2K	Hold	189	–	–	﹤0.01%	1487
2016 Q1	$2K	Buy	189 +23	+14%	+$161	﹤0.01%	1504
2015 Q4	$1K	Buy	+166	New	+$1.29K	﹤0.01%	1583

Other funds holding ACCO

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ACCO Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Acco Brands (ACCO) in Q2 2019, closing a stake of 160 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ACCO in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q1 2017. 185 funds tracked by Wall St. Rank hold ACCO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Acco Brands position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 160 Acco Brands shares in Q2 2019, an estimated $1K.
Wealthspire Advisors (Maryland) first reported a position in Acco Brands in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Acco Brands position peaked at $16K in Q1 2017.
185 funds tracked by Wall St. Rank held Acco Brands as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.