Wealthspire Advisors (Maryland)’s Bright Horizons BFAM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-214	Closed	-$27K	–	626
2019 Q1	$27K	Sell	214 -58	-21%	-$6.91K	﹤0.01%	1149
2018 Q4	$30K	Buy	272 +206	+312%	+$23.7K	﹤0.01%	1050
2018 Q3	$8K	Buy	66 +17	+35%	+$1.92K	﹤0.01%	1593
2018 Q2	$5K	Sell	49 -6	-11%	-$603	﹤0.01%	1771
2018 Q1	$5K	Sell	55 -4	-7%	-$389	﹤0.01%	1794
2017 Q4	$6K	Buy	59 +6	+11%	+$532	﹤0.01%	1761
2017 Q3	$5K	Hold	53	–	–	﹤0.01%	1783
2017 Q2	$4K	Buy	53 +3	+6%	+$228	﹤0.01%	1804
2017 Q1	$4K	Hold	50	–	–	﹤0.01%	1549
2016 Q4	$4K	Hold	50	–	–	﹤0.01%	1409
2016 Q3	$3K	Hold	50	–	–	﹤0.01%	1462
2016 Q2	$3K	Hold	50	–	–	﹤0.01%	1421
2016 Q1	$3K	Hold	50	–	–	﹤0.01%	1434
2015 Q4	$3K	Buy	+50	New	+$3.23K	﹤0.01%	1443

Other funds holding BFAM

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

BAMCO Inc New York $66.6B AUM 7.35% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

Brown Advisory Baltimore, Maryland $64.6B AUM 18.98% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Bright Horizons (BFAM) in Q2 2019, closing a stake of 214 shares — an estimated $27K sold.

Wealthspire Advisors (Maryland) first reported a position in BFAM in Q4 2015 and held it in 14 quarters. The position peaked at $30K in Q4 2018. 329 funds tracked by Wall St. Rank hold BFAM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Bright Horizons position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 214 Bright Horizons shares in Q2 2019, an estimated $27K.
Wealthspire Advisors (Maryland) first reported a position in Bright Horizons in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Bright Horizons position peaked at $30K in Q4 2018.
329 funds tracked by Wall St. Rank held Bright Horizons as of Q2 2019.

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