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Wealthspire Advisors (Maryland)’s Bel Fuse Inc Class A BELFA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BELFA Stock Details BELFA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-1,000
Closed -$21K – 2259
2017
Q2 		$21K Hold
1,000
– – ﹤0.01% 1248
2017
Q1 		$23K Hold
1,000
– – ﹤0.01% 1032
2016
Q4 		$25K Hold
1,000
– – ﹤0.01% 951
2016
Q3 		$20K Hold
1,000
– – ﹤0.01% 1050
2016
Q2 		$16K Hold
1,000
– – ﹤0.01% 1062
2016
Q1 		$13K Hold
1,000
– – ﹤0.01% 1113
2015
Q4 		$15K Buy
+1,000
New +$16.6K ﹤0.01% 1063

Other funds holding BELFA

GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
CL
CSS LLC Chicago, Illinois $2.09B AUM 59.56% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
IAMOG
Investors Asset Management of Georgia Atlanta, Georgia $288M AUM 47.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BELFA Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Bel Fuse Inc Class A (BELFA) in Q3 2017, closing a stake of 1,000 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in BELFA in Q4 2015 and held it in 7 quarters. The position peaked at $25K in Q4 2016. 15 funds tracked by Wall St. Rank hold BELFA as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Bel Fuse Inc Class A position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,000 Bel Fuse Inc Class A shares in Q3 2017, an estimated $21K.
  • Wealthspire Advisors (Maryland) first reported a position in Bel Fuse Inc Class A in Q4 2015 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Bel Fuse Inc Class A position peaked at $25K in Q4 2016.
  • 15 funds tracked by Wall St. Rank held Bel Fuse Inc Class A as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.