WAM
ADT

Wealthspire Advisors (Maryland)’s ADT Corp ADT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ADT Stock Details ADT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-968
Closed -$40K – 1911
2016
Q1 		$40K Sell
968
-19
-2% -$667 0.01% 761
2015
Q4 		$33K Buy
+987
New +$33.2K 0.01% 822

Other funds holding ADT

LTI
Laffer Tengler Investments Nashville, Tennessee $782M AUM 33.6% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ADT Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of ADT Corp (ADT) in Q2 2016, closing a stake of 968 shares — an estimated $40K sold.

Wealthspire Advisors (Maryland) first reported a position in ADT in Q4 2015 and held it in 2 quarters. The position peaked at $40K in Q1 2016. 1 fund tracked by Wall St. Rank holds ADT as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining ADT Corp position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 968 ADT Corp shares in Q2 2016, an estimated $40K.
  • Wealthspire Advisors (Maryland) first reported a position in ADT Corp in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s ADT Corp position peaked at $40K in Q1 2016.
  • 1 fund tracked by Wall St. Rank held ADT Corp as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.