Wealthspire Advisors (Maryland)’s Boise Cascade BCC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-98	Closed	-$3K	–	615
2019 Q1	$3K	Buy	98 +25	+34%	+$674	﹤0.01%	1975
2018 Q4	$2K	Sell	73 -31	-30%	-$890	﹤0.01%	2057
2018 Q3	$4K	Buy	104 +11	+12%	+$479	﹤0.01%	1877
2018 Q2	$4K	Hold	93	–	–	﹤0.01%	1857
2018 Q1	$4K	Hold	93	–	–	﹤0.01%	1882
2017 Q4	$4K	Buy	93 +73	+365%	+$2.71K	﹤0.01%	1884
2017 Q3	$1K	Buy	+20	New	+$607	﹤0.01%	2065

Other funds holding BCC

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

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Boise Cascade (BCC) in Q2 2019, closing a stake of 98 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in BCC in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q3 2018. 174 funds tracked by Wall St. Rank hold BCC as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Boise Cascade position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 98 Boise Cascade shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in Boise Cascade in Q3 2017 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Boise Cascade position peaked at $4K in Q3 2018.
174 funds tracked by Wall St. Rank held Boise Cascade as of Q2 2019.

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