Wealthspire Advisors (Maryland)’s Cardtronics plc Class A Ordinary Shares (UK) CATM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-120	Closed	-$4K	–	2345
2019 Q1	$4K	Sell	120 -5	-4%	-$149	﹤0.01%	1955
2018 Q4	$3K	Hold	125	–	–	﹤0.01%	2028
2018 Q3	$4K	Buy	125 +32	+34%	+$984	﹤0.01%	1968
2018 Q2	$2K	Hold	93	–	–	﹤0.01%	2238
2018 Q1	$2K	Buy	93 +15	+19%	+$358	﹤0.01%	2256
2017 Q4	$1K	Buy	+78	New	+$1.56K	﹤0.01%	2384
2017 Q3	–	Sell	-135	Closed	-$4K	–	2549
2017 Q2	$4K	Hold	135	–	–	﹤0.01%	1863
2017 Q1	$6K	Sell	135 -60	-31%	-$2.95K	﹤0.01%	1500
2016 Q4	$11K	Sell	195 -180	-48%	-$9.16K	﹤0.01%	1207
2016 Q3	$17K	Sell	375 -90	-19%	-$3.96K	﹤0.01%	1111
2016 Q2	$19K	Hold	465	–	–	﹤0.01%	1019
2016 Q1	$17K	Buy	465 +20	+4%	+$654	﹤0.01%	1028
2015 Q4	$15K	Buy	+445	New	+$15.5K	﹤0.01%	1082

Other funds holding CATM

HEC

Hudson Executive Capital New York $151M AUM 60.14% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.08B AUM 12.07% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Cardtronics plc Class A Ordinary Shares (UK) (CATM) in Q2 2019, closing a stake of 120 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in CATM in Q4 2015 and held it in 13 quarters. The position peaked at $19K in Q2 2016. 179 funds tracked by Wall St. Rank hold CATM as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Cardtronics plc Class A Ordinary Shares (UK) position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 120 Cardtronics plc Class A Ordinary Shares (UK) shares in Q2 2019, an estimated $4K.
Wealthspire Advisors (Maryland) first reported a position in Cardtronics plc Class A Ordinary Shares (UK) in Q4 2015 and held it in 13 quarters.
Wealthspire Advisors (Maryland)'s Cardtronics plc Class A Ordinary Shares (UK) position peaked at $19K in Q2 2016.
179 funds tracked by Wall St. Rank held Cardtronics plc Class A Ordinary Shares (UK) as of Q2 2019.

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