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Wealthspire Advisors (Maryland)’s Santander BSBR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio BSBR Stock Details BSBR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-118
Closed -$1K – 678
2019
Q1 		$1K Hold
118
– – ﹤0.01% 2297
2018
Q4 		$1K Hold
118
– – ﹤0.01% 2231
2018
Q3 		$1K Buy
118
+90
+321% +$747 ﹤0.01% 2257
2018
Q2 		$0 Hold
28
– – ﹤0.01% 2443
2018
Q1 		$0 Hold
28
– – ﹤0.01% 2504
2017
Q4 		$0 Buy
+28
New +$248 ﹤0.01% 2443

Other funds holding BSBR

CGM
Capital Growth Management Boston, Massachusetts $761M AUM 30.71% 1-Year Est. Return
Man Group
Man Group London, United Kingdom $55.1B AUM 24.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BS
Banco Santander Madrid, Spain $12.4B AUM 29.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Santander (BSBR) in Q2 2019, closing a stake of 118 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in BSBR in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q1 2019. 99 funds tracked by Wall St. Rank hold BSBR as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Santander position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 118 Santander shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Santander in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Santander position peaked at $1K in Q1 2019.
  • 99 funds tracked by Wall St. Rank held Santander as of Q2 2019.

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