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Wealthspire Advisors (Maryland)’s CrossAmerica Partners CAPL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CAPL Stock Details CAPL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q4 		– Sell
-1,000
Closed -$25K – 1756
2016
Q3 		$25K Hold
1,000
– – ﹤0.01% 995
2016
Q2 		$25K Buy
+1,000
New +$23.8K ﹤0.01% 921

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Wealthspire Advisors (Maryland)'s CAPL Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of CrossAmerica Partners (CAPL) in Q4 2016, closing a stake of 1,000 shares — an estimated $25K sold.

Wealthspire Advisors (Maryland) first reported a position in CAPL in Q2 2016 and held it in 2 quarters. The position peaked at $25K in Q3 2016. 46 funds tracked by Wall St. Rank hold CAPL as of Q4 2016.

  • Wealthspire Advisors (Maryland) reported no remaining CrossAmerica Partners position as of Q4 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,000 CrossAmerica Partners shares in Q4 2016, an estimated $25K.
  • Wealthspire Advisors (Maryland) first reported a position in CrossAmerica Partners in Q2 2016 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s CrossAmerica Partners position peaked at $25K in Q3 2016.
  • 46 funds tracked by Wall St. Rank held CrossAmerica Partners as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.