Wealthspire Advisors (Maryland)’s Popular Inc BPOP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-172	Closed	-$9K	–	666
2019 Q1	$9K	Sell	172 -5	-3%	-$266	﹤0.01%	1568
2018 Q4	$8K	Hold	177	–	–	﹤0.01%	1536
2018 Q3	$9K	Hold	177	–	–	﹤0.01%	1549
2018 Q2	$8K	Hold	177	–	–	﹤0.01%	1611
2018 Q1	$7K	Sell	177 -27	-13%	-$1.11K	﹤0.01%	1670
2017 Q4	$7K	Sell	204 -49	-19%	-$1.69K	﹤0.01%	1716
2017 Q3	$9K	Sell	253 -6	-2%	-$243	﹤0.01%	1600
2017 Q2	$11K	Buy	259 +6	+2%	+$238	﹤0.01%	1484
2017 Q1	$10K	Buy	253 +75	+42%	+$3.23K	﹤0.01%	1333
2016 Q4	$8K	Hold	178	–	–	﹤0.01%	1283
2016 Q3	$7K	Hold	178	–	–	﹤0.01%	1317
2016 Q2	$5K	Hold	178	–	–	﹤0.01%	1333
2016 Q1	$5K	Buy	+178	New	+$4.66K	﹤0.01%	1331

Other funds holding BPOP

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

PCM

Polaris Capital Management Boston, Massachusetts $1.06B AUM 40.82% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

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

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Popular Inc (BPOP) in Q2 2019, closing a stake of 172 shares — an estimated $9K sold.

Wealthspire Advisors (Maryland) first reported a position in BPOP in Q1 2016 and held it in 13 quarters. The position peaked at $11K in Q2 2017. 285 funds tracked by Wall St. Rank hold BPOP as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Popular Inc position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 172 Popular Inc shares in Q2 2019, an estimated $9K.
Wealthspire Advisors (Maryland) first reported a position in Popular Inc in Q1 2016 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Popular Inc position peaked at $11K in Q2 2017.
285 funds tracked by Wall St. Rank held Popular Inc as of Q2 2019.

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