Wealthspire Advisors (Maryland)’s Associated Banc-Corp ASB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ASB Stock Details ASB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-2,705	Closed	-$58K	–	565
2019 Q1	$58K	Sell	2,705 -1,240	-31%	-$27.3K	﹤0.01%	842
2018 Q4	$78K	Sell	3,945 -287	-7%	-$6.56K	0.01%	690
2018 Q3	$110K	Hold	4,232	–	–	0.01%	645
2018 Q2	$116K	Sell	4,232 -5,214	-55%	-$140K	0.01%	646
2018 Q1	$235K	Buy	9,446 +6,525	+223%	+$166K	0.02%	422
2017 Q4	$74K	Buy	2,921 +22	+0.8%	+$550	0.01%	838
2017 Q3	$70K	Buy	2,899 +226	+8%	+$5.26K	0.01%	845
2017 Q2	$67K	Hold	2,673	–	–	0.01%	837
2017 Q1	$65K	Buy	2,673 +106	+4%	+$2.66K	0.01%	728
2016 Q4	$63K	Sell	2,567 -937	-27%	-$20.6K	0.01%	715
2016 Q3	$69K	Hold	3,504	–	–	0.01%	691
2016 Q2	$60K	Hold	3,504	–	–	0.01%	686
2016 Q1	$63K	Buy	3,504 +61	+2%	+$1.07K	0.01%	640
2015 Q4	$65K	Buy	+3,443	New	+$66.8K	0.01%	642

Other funds holding ASB

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Associated Banc-Corp (ASB) in Q2 2019, closing a stake of 2,705 shares — an estimated $58K sold.

Wealthspire Advisors (Maryland) first reported a position in ASB in Q4 2015 and held it in 14 quarters. The position peaked at $235K in Q1 2018. 264 funds tracked by Wall St. Rank hold ASB as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Associated Banc-Corp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 2,705 Associated Banc-Corp shares in Q2 2019, an estimated $58K.
Wealthspire Advisors (Maryland) first reported a position in Associated Banc-Corp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Associated Banc-Corp position peaked at $235K in Q1 2018.
264 funds tracked by Wall St. Rank held Associated Banc-Corp as of Q2 2019.

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