WAM
ACH

Wealthspire Advisors (Maryland)’s Alum Corp of China Ltd ACH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ACH Stock Details ACH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-26
Closed – – 2615
2018
Q3 		$0 Buy
+26
New +$273 ﹤0.01% 2560
2018
Q2 		– Sell
-17
Closed – – 2630
2018
Q1 		$0 Buy
+17
New +$272 ﹤0.01% 2688
2017
Q3 		– Sell
-18
Closed – – 2529
2017
Q2 		$0 Hold
18
– – ﹤0.01% 2312
2017
Q1 		$0 Buy
+18
New +$224 ﹤0.01% 2050

Other funds holding ACH

Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Alum Corp of China Ltd (ACH) in Q4 2018, closing a stake of 26 shares.

Wealthspire Advisors (Maryland) first reported a position in ACH in Q1 2017 and held it in 4 quarters. The position peaked at $0 in Q3 2018. 40 funds tracked by Wall St. Rank hold ACH as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Alum Corp of China Ltd position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 26 Alum Corp of China Ltd shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Alum Corp of China Ltd in Q1 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Alum Corp of China Ltd position peaked at $0 in Q3 2018.
  • 40 funds tracked by Wall St. Rank held Alum Corp of China Ltd as of Q4 2018.

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