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Wealthspire Advisors (Maryland)’s CACI CACI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CACI Stock Details CACI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-553
Closed -$101K – 692
2019
Q1 		$101K Sell
553
-165
-23% -$28.1K 0.01% 634
2018
Q4 		$103K Sell
718
-377
-34% -$64.2K 0.01% 591
2018
Q3 		$202K Sell
1,095
-202
-16% -$37.3K 0.02% 453
2018
Q2 		$219K Sell
1,297
-12
-0.9% -$1.94K 0.02% 438
2018
Q1 		$198K Sell
1,309
-94
-7% -$13.7K 0.02% 472
2017
Q4 		$186K Buy
1,403
+19
+1% +$2.56K 0.02% 514
2017
Q3 		$193K Sell
1,384
-164
-11% -$21.2K 0.02% 485
2017
Q2 		$194K Sell
1,548
-233
-13% -$28.3K 0.02% 458
2017
Q1 		$209K Buy
1,781
+64
+4% +$7.96K 0.03% 376
2016
Q4 		$213K Sell
1,717
-438
-20% -$50.6K 0.03% 352
2016
Q3 		$217K Buy
2,155
+90
+4% +$8.68K 0.03% 357
2016
Q2 		$187K Buy
2,065
+599
+41% +$59.5K 0.03% 382
2016
Q1 		$156K Buy
1,466
+52
+4% +$4.86K 0.03% 416
2015
Q4 		$131K Buy
+1,414
New +$131K 0.02% 464

Other funds holding CACI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of CACI (CACI) in Q2 2019, closing a stake of 553 shares — an estimated $101K sold.

Wealthspire Advisors (Maryland) first reported a position in CACI in Q4 2015 and held it in 14 quarters. The position peaked at $219K in Q2 2018. 367 funds tracked by Wall St. Rank hold CACI as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CACI position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 553 CACI shares in Q2 2019, an estimated $101K.
  • Wealthspire Advisors (Maryland) first reported a position in CACI in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s CACI position peaked at $219K in Q2 2018.
  • 367 funds tracked by Wall St. Rank held CACI as of Q2 2019.

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