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Wealthspire Advisors (Maryland)’s Air T AIRT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AIRT Stock Details AIRT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-300
Closed -$4K – 1724
2016
Q2 		$4K Hold
300
– – ﹤0.01% 1367
2016
Q1 		$5K Hold
300
– – ﹤0.01% 1327
2015
Q4 		$5K Buy
+300
New +$4.54K ﹤0.01% 1336

Other funds holding AIRT

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
California Public Employees Retirement System
California Public Employees Retirement System Sacramento, California $162B AUM 25.78% 1-Year Est. Return
BCCM
Blue Clay Capital Management Minneapolis, Minnesota $88.7M AUM 6.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
NFA
Nationwide Fund Advisors Columbus, Ohio $2.28B AUM 12.16% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AIRT Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of Air T (AIRT) in Q3 2016, closing a stake of 300 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in AIRT in Q4 2015 and held it in 3 quarters. The position peaked at $5K in Q1 2016. 23 funds tracked by Wall St. Rank hold AIRT as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Air T position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 300 Air T shares in Q3 2016, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Air T in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Air T position peaked at $5K in Q1 2016.
  • 23 funds tracked by Wall St. Rank held Air T as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.