WAM
CBB

Wealthspire Advisors (Maryland)’s Cincinnati Bell Inc. CBB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CBB Stock Details CBB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-170
Closed -$2K – 2510
2019
Q1 		$2K Buy
+170
New +$1.54K ﹤0.01% 2269
2018
Q3 		– Sell
-518
Closed -$8K – 2631
2018
Q2 		$8K Buy
518
+18
+4% +$263 ﹤0.01% 1645
2018
Q1 		$7K Buy
500
+272
+119% +$4.41K ﹤0.01% 1715
2017
Q4 		$5K Buy
228
+62
+37% +$1.26K ﹤0.01% 1873
2017
Q3 		$3K Buy
166
+24
+17% +$473 ﹤0.01% 1950
2017
Q2 		$3K Buy
142
+27
+23% +$484 ﹤0.01% 1953
2017
Q1 		$2K Hold
115
– – ﹤0.01% 1755
2016
Q4 		$3K Buy
+115
New +$2.34K ﹤0.01% 1525

Other funds holding CBB

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Nomura Holdings
Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return
AM
Ares Management Los Angeles, California $1.52B AUM 12.97% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
BC
Brookfield Corp Toronto, Ontario, Canada $74.2B AUM 0.68% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BDCM
Black Diamond Capital Management Stamford, Connecticut $172M AUM 2.61% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Cincinnati Bell Inc. (CBB) in Q2 2019, closing a stake of 170 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in CBB in Q4 2016 and held it in 8 quarters. The position peaked at $8K in Q2 2018. 138 funds tracked by Wall St. Rank hold CBB as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cincinnati Bell Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 170 Cincinnati Bell Inc. shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Cincinnati Bell Inc. in Q4 2016 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Cincinnati Bell Inc. position peaked at $8K in Q2 2018.
  • 138 funds tracked by Wall St. Rank held Cincinnati Bell Inc. as of Q2 2019.

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