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Wealthspire Advisors (Maryland)’s Camden National CAC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CAC Stock Details CAC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-75
Closed -$3K – 2505
2017
Q4 		$3K Hold
75
– – ﹤0.01% 1971
2017
Q3 		$3K Buy
75
+19
+34% +$777 ﹤0.01% 1895
2017
Q2 		$2K Buy
+56
New +$2.36K ﹤0.01% 1966

Other funds holding CAC

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
BCM
Basswood Capital Management New York $2.12B AUM 19.53% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CAC Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Camden National (CAC) in Q1 2018, closing a stake of 75 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in CAC in Q2 2017 and held it in 3 quarters. The position peaked at $3K in Q4 2017. 118 funds tracked by Wall St. Rank hold CAC as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Camden National position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 75 Camden National shares in Q1 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Camden National in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Camden National position peaked at $3K in Q4 2017.
  • 118 funds tracked by Wall St. Rank held Camden National as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.