WAM
BETR

Wealthspire Advisors (Maryland)’s Amplify Snack Brands, Inc. BETR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BETR Stock Details BETR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-930
Closed -$15K – 1915
2016
Q3 		$15K Buy
930
+635
+215% +$9.94K ﹤0.01% 1155
2016
Q2 		$4K Buy
+295
New +$4.08K ﹤0.01% 1406

Other funds holding BETR

TA
TA Associates Boston, Massachusetts $4.01M AUM 59.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
HCM
Hodges Capital Management Dallas, Texas $1.21B AUM 49% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CIP
Champlain Investment Partners Burlington, Vermont $7.88B AUM 6.82% 1-Year Est. Return
VOYA Investment Management
VOYA Investment Management Atlanta, Georgia $96.1B AUM 40.06% 1-Year Est. Return
GKIM
GW&K Investment Management Boston, Massachusetts $11.3B AUM 31.98% 1-Year Est. Return
KCM
Kennedy Capital Management St Louis, Missouri $4.72B AUM 36.69% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s BETR Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Amplify Snack Brands, Inc. (BETR) in Q4 2016, closing a stake of 930 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in BETR in Q2 2016 and held it in 2 quarters. The position peaked at $15K in Q3 2016. 123 funds tracked by Wall St. Rank hold BETR as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Amplify Snack Brands, Inc. position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 930 Amplify Snack Brands, Inc. shares in Q4 2016, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in Amplify Snack Brands, Inc. in Q2 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Amplify Snack Brands, Inc. position peaked at $15K in Q3 2016.
  • 123 funds tracked by Wall St. Rank held Amplify Snack Brands, Inc. as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.