WAM
ARCO icon

Wealthspire Advisors (Maryland)’s Arcos Dorados Holdings ARCO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ARCO Stock Details ARCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-9,168
Closed -$82K – 2423
2018
Q1 		$82K Buy
9,168
+2,873
+46% +$27K 0.01% 782
2017
Q4 		$63K Buy
+6,295
New +$61.6K 0.01% 910

Other funds holding ARCO

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
CG
Compass Group New York $2.95M AUM 52.43% 1-Year Est. Return
Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $70.5B AUM 36% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Gates Foundation Trust
Gates Foundation Trust Kirkland, Washington $31.7B AUM 20.52% 1-Year Est. Return
II
INCA Investments Miami, Florida $353M AUM 34.81% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wealthspire Advisors (Maryland)'s ARCO Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Arcos Dorados Holdings (ARCO) in Q2 2018, closing a stake of 9,168 shares — an estimated $82K sold.

Wealthspire Advisors (Maryland) first reported a position in ARCO in Q4 2017 and held it in 2 quarters. The position peaked at $82K in Q1 2018. 105 funds tracked by Wall St. Rank hold ARCO as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Arcos Dorados Holdings position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 9,168 Arcos Dorados Holdings shares in Q2 2018, an estimated $82K.
  • Wealthspire Advisors (Maryland) first reported a position in Arcos Dorados Holdings in Q4 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Arcos Dorados Holdings position peaked at $82K in Q1 2018.
  • 105 funds tracked by Wall St. Rank held Arcos Dorados Holdings as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.