WAM
ATH

Wealthspire Advisors (Maryland)’s Athene Holding Ltd. Class A Common Shares ATH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ATH Stock Details ATH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,130
Closed -$46K – 2315
2019
Q1 		$46K Sell
1,130
-514
-31% -$22K ﹤0.01% 927
2018
Q4 		$65K Sell
1,644
-126
-7% -$5.67K 0.01% 753
2018
Q3 		$91K Sell
1,770
-113
-6% -$5.45K 0.01% 734
2018
Q2 		$83K Sell
1,883
-65
-3% -$3.04K 0.01% 780
2018
Q1 		$93K Sell
1,948
-226
-10% -$11.3K 0.01% 745
2017
Q4 		$112K Sell
2,174
-137
-6% -$7.01K 0.01% 672
2017
Q3 		$124K Buy
2,311
+148
+7% +$7.65K 0.01% 628
2017
Q2 		$107K Sell
2,163
-183
-8% -$9.39K 0.01% 676
2017
Q1 		$117K Buy
+2,346
New +$116K 0.02% 547

Other funds holding ATH

Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CI Investments Inc
CI Investments Inc Toronto, Ontario, Canada $20.6B AUM 29.22% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
SC
Samlyn Capital New York $5.86B AUM 36.3% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
BC
Brahman Capital New York $275M AUM 18.08% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Athene Holding Ltd. Class A Common Shares (ATH) in Q2 2019, closing a stake of 1,130 shares — an estimated $46K sold.

Wealthspire Advisors (Maryland) first reported a position in ATH in Q1 2017 and held it in 9 quarters. The position peaked at $124K in Q3 2017. 299 funds tracked by Wall St. Rank hold ATH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Athene Holding Ltd. Class A Common Shares position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,130 Athene Holding Ltd. Class A Common Shares shares in Q2 2019, an estimated $46K.
  • Wealthspire Advisors (Maryland) first reported a position in Athene Holding Ltd. Class A Common Shares in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Athene Holding Ltd. Class A Common Shares position peaked at $124K in Q3 2017.
  • 299 funds tracked by Wall St. Rank held Athene Holding Ltd. Class A Common Shares as of Q2 2019.

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