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Wealthspire Advisors (Maryland)’s Agree Realty ADC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ADC Stock Details ADC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-97
Closed -$7K – 479
2019
Q1 		$7K Hold
97
– – ﹤0.01% 1655
2018
Q4 		$6K Hold
97
– – ﹤0.01% 1634
2018
Q3 		$5K Buy
97
+29
+43% +$1.58K ﹤0.01% 1772
2018
Q2 		$4K Hold
68
– – ﹤0.01% 1847
2018
Q1 		$3K Buy
68
+9
+15% +$432 ﹤0.01% 1983
2017
Q4 		$3K Buy
59
+56
+1,867% +$2.78K ﹤0.01% 1962
2017
Q3 		$0 Buy
+3
New +$147 ﹤0.01% 2232

Other funds holding ADC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Agree Realty (ADC) in Q2 2019, closing a stake of 97 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in ADC in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q1 2019. 249 funds tracked by Wall St. Rank hold ADC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Agree Realty position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 97 Agree Realty shares in Q2 2019, an estimated $7K.
  • Wealthspire Advisors (Maryland) first reported a position in Agree Realty in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Agree Realty position peaked at $7K in Q1 2019.
  • 249 funds tracked by Wall St. Rank held Agree Realty as of Q2 2019.

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