WAM
AMRI

Wealthspire Advisors (Maryland)’s Albany Molecular Research Inc AMRI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio AMRI Stock Details AMRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,317
Closed -$18K – 2353
2017
Q1 		$18K Sell
1,317
-2,676
-67% -$43.8K ﹤0.01% 1134
2016
Q4 		$75K Sell
3,993
-55
-1% -$935 0.01% 669
2016
Q3 		$67K Buy
4,048
+463
+13% +$6.86K 0.01% 703
2016
Q2 		$48K Buy
3,585
+1,197
+50% +$17.5K 0.01% 747
2016
Q1 		$37K Buy
2,388
+251
+12% +$3.93K 0.01% 785
2015
Q4 		$42K Buy
+2,137
New +$40.6K 0.01% 767

Other funds holding AMRI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ACM
American Capital Management New York $1.86B AUM 20.23% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
CCM
Chicago Capital Management Chicago, Illinois $112M AUM 76.54% 1-Year Est. Return
EWM
Evercore Wealth Management New York $6.36B AUM 20.35% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s AMRI Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Albany Molecular Research Inc (AMRI) in Q2 2017, closing a stake of 1,317 shares — an estimated $18K sold.

Wealthspire Advisors (Maryland) first reported a position in AMRI in Q4 2015 and held it in 6 quarters. The position peaked at $75K in Q4 2016. 136 funds tracked by Wall St. Rank hold AMRI as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Albany Molecular Research Inc position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,317 Albany Molecular Research Inc shares in Q2 2017, an estimated $18K.
  • Wealthspire Advisors (Maryland) first reported a position in Albany Molecular Research Inc in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Albany Molecular Research Inc position peaked at $75K in Q4 2016.
  • 136 funds tracked by Wall St. Rank held Albany Molecular Research Inc as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.