WAM
BFS

Wealthspire Advisors (Maryland)’s Saul Centers BFS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BFS Stock Details BFS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-81
Closed -$4K – 629
2019
Q1 		$4K Hold
81
– – ﹤0.01% 1884
2018
Q4 		$4K Hold
81
– – ﹤0.01% 1788
2018
Q3 		$5K Hold
81
– – ﹤0.01% 1776
2018
Q2 		$4K Buy
81
+28
+53% +$1.4K ﹤0.01% 1858
2018
Q1 		$3K Sell
53
-11
-17% -$584 ﹤0.01% 1992
2017
Q4 		$4K Buy
64
+53
+482% +$3.32K ﹤0.01% 1885
2017
Q3 		$1K Buy
+11
New +$663 ﹤0.01% 2066

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T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Saul Centers (BFS) in Q2 2019, closing a stake of 81 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in BFS in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 139 funds tracked by Wall St. Rank hold BFS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Saul Centers position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 81 Saul Centers shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Saul Centers in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Saul Centers position peaked at $5K in Q3 2018.
  • 139 funds tracked by Wall St. Rank held Saul Centers as of Q2 2019.

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