Wealthspire Advisors (Maryland)’s Banco de Chile BCH Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-521	Closed	-$15K	–	617
2019 Q1	$15K	Sell	521 -196	-27%	-$6.04K	﹤0.01%	1379
2018 Q4	$21K	Buy	717 +21	+3%	+$606	﹤0.01%	1180
2018 Q3	$21K	Hold	696	–	–	﹤0.01%	1285
2018 Q2	$21K	Hold	696	–	–	﹤0.01%	1294
2018 Q1	$23K	Hold	696	–	–	﹤0.01%	1249
2017 Q4	$22K	Hold	696	–	–	﹤0.01%	1293
2017 Q3	$21K	Sell	696 -12	-2%	-$337	﹤0.01%	1284
2017 Q2	$18K	Hold	708	–	–	﹤0.01%	1304
2017 Q1	$16K	Buy	708 +9	+1%	+$206	﹤0.01%	1155
2016 Q4	$16K	Hold	699	–	–	﹤0.01%	1079
2016 Q3	$15K	Sell	699 -3	-0.4%	-$64	﹤0.01%	1131
2016 Q2	$14K	Hold	702	–	–	﹤0.01%	1105
2016 Q1	$14K	Hold	702	–	–	﹤0.01%	1095
2015 Q4	$13K	Buy	+702	New	+$13.5K	﹤0.01%	1110

Other funds holding BCH

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

GKIM

GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

IUHSA

Itau Unibanco Holding S.A. Sao Paulo, Brazil $4.31B AUM 46.57% 1-Year Est. Return

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Banco de Chile (BCH) in Q2 2019, closing a stake of 521 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in BCH in Q4 2015 and held it in 14 quarters. The position peaked at $23K in Q1 2018. 79 funds tracked by Wall St. Rank hold BCH as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Banco de Chile position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 521 Banco de Chile shares in Q2 2019, an estimated $15K.
Wealthspire Advisors (Maryland) first reported a position in Banco de Chile in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Banco de Chile position peaked at $23K in Q1 2018.
79 funds tracked by Wall St. Rank held Banco de Chile as of Q2 2019.

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