Wealthspire Advisors (Maryland)’s Barclays BCS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,316	Closed	-$10K	–	619
2019 Q1	$10K	Buy	1,316 +1,107	+530%	+$8.89K	﹤0.01%	1518
2018 Q4	$2K	Sell	209 -2,742	-93%	-$22.1K	﹤0.01%	2058
2018 Q3	$25K	Sell	2,951 -1,510	-34%	-$14K	﹤0.01%	1214
2018 Q2	$43K	Sell	4,461 -285	-6%	-$3.08K	﹤0.01%	1030
2018 Q1	$54K	Sell	4,746 -447	-9%	-$4.87K	0.01%	944
2017 Q4	$54K	Sell	5,193 -884	-15%	-$8.58K	0.01%	968
2017 Q3	$60K	Sell	6,077 -414	-6%	-$4.1K	0.01%	898
2017 Q2	$65K	Buy	6,491 +3,706	+133%	+$37.8K	0.01%	847
2017 Q1	$30K	Buy	2,785 +2,072	+291%	+$22.3K	﹤0.01%	949
2016 Q4	$7K	Sell	713 -1,196	-63%	-$11.3K	﹤0.01%	1317
2016 Q3	$16K	Buy	1,909 +124	+7%	+$979	﹤0.01%	1118
2016 Q2	$13K	Buy	1,785 +381	+27%	+$3.43K	﹤0.01%	1127
2016 Q1	$11K	Buy	1,404 +165	+13%	+$1.54K	﹤0.01%	1156
2015 Q4	$15K	Buy	+1,239	New	+$16.4K	﹤0.01%	1062

Other funds holding BCS

Dimensional Fund Advisors

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Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

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

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

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

Causeway Capital Management Los Angeles, California $8.15B AUM 29.28% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return