WAM
BEAV

Wealthspire Advisors (Maryland)’s B/E Aerospace Inc BEAV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BEAV Stock Details BEAV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-132
Closed -$8K – 2369
2017
Q1 		$8K Sell
132
-72
-35% -$4.51K ﹤0.01% 1429
2016
Q4 		$12K Buy
204
+59
+41% +$3.4K ﹤0.01% 1184
2016
Q3 		$7K Hold
145
– – ﹤0.01% 1345
2016
Q2 		$7K Hold
145
– – ﹤0.01% 1289
2016
Q1 		$7K Buy
145
+131
+936% +$5.61K ﹤0.01% 1279
2015
Q4 		$1K Buy
+14
New +$626 ﹤0.01% 1698

Other funds holding BEAV

Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wealthspire Advisors (Maryland)'s BEAV Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of B/E Aerospace Inc (BEAV) in Q2 2017, closing a stake of 132 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in BEAV in Q4 2015 and held it in 6 quarters. The position peaked at $12K in Q4 2016. 2 funds tracked by Wall St. Rank hold BEAV as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining B/E Aerospace Inc position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 132 B/E Aerospace Inc shares in Q2 2017, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in B/E Aerospace Inc in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s B/E Aerospace Inc position peaked at $12K in Q4 2016.
  • 2 funds tracked by Wall St. Rank held B/E Aerospace Inc as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.