WAM
ADPT

Wealthspire Advisors (Maryland)’s Adeptus Health Inc ADPT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ADPT Stock Details ADPT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-30
Closed -$1K – 1922
2016
Q3 		$1K Hold
30
– – ﹤0.01% 1710
2016
Q2 		$2K Hold
30
– – ﹤0.01% 1570
2016
Q1 		$2K Buy
+30
New +$1.55K ﹤0.01% 1599

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BFA
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Morgan Stanley
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Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
AC
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SFM
Sterling Fund Management Chicago, Illinois $1.82M AUM
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
GC
Guggenheim Capital Chicago, Illinois $12.9B AUM 27.3% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ADPT Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Adeptus Health Inc (ADPT) in Q4 2016, closing a stake of 30 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ADPT in Q1 2016 and held it in 3 quarters. The position peaked at $2K in Q2 2016. 106 funds tracked by Wall St. Rank hold ADPT as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Adeptus Health Inc position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 30 Adeptus Health Inc shares in Q4 2016, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Adeptus Health Inc in Q1 2016 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Adeptus Health Inc position peaked at $2K in Q2 2016.
  • 106 funds tracked by Wall St. Rank held Adeptus Health Inc as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.