WAM
ARD

Wealthspire Advisors (Maryland)’s Ardagh Group S.A. Class A Common Shares ARD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ARD Stock Details ARD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-83
Closed -$2K – 2643
2018
Q1 		$2K Buy
+83
New +$1.6K ﹤0.01% 2250

Other funds holding ARD

CCA
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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return
SRF
Silver Rock Financial Los Angeles, California $49.7M AUM 17.42% 1-Year Est. Return
Barclays
Barclays London, United Kingdom $416B AUM 33.63% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Ardagh Group S.A. Class A Common Shares (ARD) in Q2 2018, closing a stake of 83 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in ARD in Q1 2018 and held it in 1 quarter. The position peaked at $2K in Q1 2018. 80 funds tracked by Wall St. Rank hold ARD as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Ardagh Group S.A. Class A Common Shares position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 83 Ardagh Group S.A. Class A Common Shares shares in Q2 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Ardagh Group S.A. Class A Common Shares in Q1 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Ardagh Group S.A. Class A Common Shares position peaked at $2K in Q1 2018.
  • 80 funds tracked by Wall St. Rank held Ardagh Group S.A. Class A Common Shares as of Q2 2018.

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