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Wealthspire Advisors (Maryland)’s Cabot Corp CBT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CBT Stock Details CBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-301
Closed -$13K – 709
2019
Q1 		$13K Buy
301
+47
+19% +$2.11K ﹤0.01% 1418
2018
Q4 		$11K Buy
254
+4
+2% +$199 ﹤0.01% 1416
2018
Q3 		$16K Hold
250
– – ﹤0.01% 1383
2018
Q2 		$15K Hold
250
– – ﹤0.01% 1416
2018
Q1 		$14K Buy
250
+1
+0.4% +$63 ﹤0.01% 1425
2017
Q4 		$15K Sell
249
-4
-2% -$240 ﹤0.01% 1421
2017
Q3 		$14K Sell
253
-7
-3% -$374 ﹤0.01% 1430
2017
Q2 		$14K Buy
260
+42
+19% +$2.3K ﹤0.01% 1385
2017
Q1 		$13K Buy
218
+23
+12% +$1.31K ﹤0.01% 1229
2016
Q4 		$10K Sell
195
-3
-2% -$155 ﹤0.01% 1212
2016
Q3 		$10K Sell
198
-2
-1% -$99 ﹤0.01% 1243
2016
Q2 		$9K Hold
200
– – ﹤0.01% 1222
2016
Q1 		$10K Hold
200
– – ﹤0.01% 1178
2015
Q4 		$8K Buy
+200
New +$7.91K ﹤0.01% 1244

Other funds holding CBT

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Cabot Corp (CBT) in Q2 2019, closing a stake of 301 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in CBT in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q3 2018. 279 funds tracked by Wall St. Rank hold CBT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Cabot Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 301 Cabot Corp shares in Q2 2019, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in Cabot Corp in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Cabot Corp position peaked at $16K in Q3 2018.
  • 279 funds tracked by Wall St. Rank held Cabot Corp as of Q2 2019.

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