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Wealthspire Advisors (Maryland)’s AerCap AER Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AER Stock Details AER Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-990
Closed -$46K – 490
2019
Q1 		$46K Sell
990
-28
-3% -$1.26K ﹤0.01% 922
2018
Q4 		$40K Sell
1,018
-673
-40% -$33.7K ﹤0.01% 946
2018
Q3 		$97K Sell
1,691
-170
-9% -$9.6K 0.01% 698
2018
Q2 		$101K Sell
1,861
-359
-16% -$19.3K 0.01% 701
2018
Q1 		$113K Buy
2,220
+665
+43% +$34.5K 0.01% 665
2017
Q4 		$82K Sell
1,555
-129
-8% -$6.72K 0.01% 788
2017
Q3 		$86K Buy
1,684
+33
+2% +$1.62K 0.01% 770
2017
Q2 		$77K Sell
1,651
-182
-10% -$8.2K 0.01% 794
2017
Q1 		$84K Buy
1,833
+22
+1% +$985 0.01% 656
2016
Q4 		$75K Sell
1,811
-75
-4% -$3.15K 0.01% 663
2016
Q3 		$73K Buy
1,886
+21
+1% +$792 0.01% 667
2016
Q2 		$63K Buy
+1,865
New +$71.6K 0.01% 669

Other funds holding AER

AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
DSC
Donald Smith & Co New York $5.65B AUM 47.79% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.3B AUM 24.77% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of AerCap (AER) in Q2 2019, closing a stake of 990 shares — an estimated $46K sold.

Wealthspire Advisors (Maryland) first reported a position in AER in Q2 2016 and held it in 12 quarters. The position peaked at $113K in Q1 2018. 346 funds tracked by Wall St. Rank hold AER as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining AerCap position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 990 AerCap shares in Q2 2019, an estimated $46K.
  • Wealthspire Advisors (Maryland) first reported a position in AerCap in Q2 2016 and held it in 12 quarters.
  • Wealthspire Advisors (Maryland)'s AerCap position peaked at $113K in Q1 2018.
  • 346 funds tracked by Wall St. Rank held AerCap as of Q2 2019.

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