WAM
BIG

Wealthspire Advisors (Maryland)’s Big Lots, Inc. BIG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BIG Stock Details BIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-70
Closed -$3K – 2161
2019
Q1 		$3K Sell
70
-26
-27% -$848 ﹤0.01% 2076
2018
Q4 		$3K Sell
96
-70
-42% -$2.72K ﹤0.01% 2007
2018
Q3 		$7K Sell
166
-7
-4% -$309 ﹤0.01% 1690
2018
Q2 		$7K Buy
173
+2
+1% +$84 ﹤0.01% 1684
2018
Q1 		$7K Sell
171
-101
-37% -$5.53K ﹤0.01% 1703
2017
Q4 		$15K Sell
272
-2
-0.7% -$108 ﹤0.01% 1439
2017
Q3 		$15K Sell
274
-67
-20% -$3.3K ﹤0.01% 1423
2017
Q2 		$16K Buy
341
+155
+83% +$7.54K ﹤0.01% 1353
2017
Q1 		$9K Sell
186
-9
-5% -$454 ﹤0.01% 1381
2016
Q4 		$10K Hold
195
– – ﹤0.01% 1237
2016
Q3 		$9K Hold
195
– – ﹤0.01% 1277
2016
Q2 		$10K Sell
195
-2
-1% -$95 ﹤0.01% 1208
2016
Q1 		$9K Hold
197
– – ﹤0.01% 1219
2015
Q4 		$8K Buy
+197
New +$8.75K ﹤0.01% 1260

Other funds holding BIG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 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
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Big Lots, Inc. (BIG) in Q2 2019, closing a stake of 70 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in BIG in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q2 2017. 232 funds tracked by Wall St. Rank hold BIG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Big Lots, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 70 Big Lots, Inc. shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Big Lots, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Big Lots, Inc. position peaked at $16K in Q2 2017.
  • 232 funds tracked by Wall St. Rank held Big Lots, Inc. as of Q2 2019.

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