WAM
CCF

Wealthspire Advisors (Maryland)’s Chase Corporation CCF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CCF Stock Details CCF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-255
Closed -$31K – 2603
2018
Q3 		$31K Buy
+255
New +$31.5K ﹤0.01% 1139

Other funds holding CCF

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIA
Choate Investment Advisors Boston, Massachusetts $5.11B AUM 17.2% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CCF Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Chase Corporation (CCF) in Q4 2018, closing a stake of 255 shares — an estimated $31K sold.

Wealthspire Advisors (Maryland) first reported a position in CCF in Q3 2018 and held it in 1 quarter. The position peaked at $31K in Q3 2018. 99 funds tracked by Wall St. Rank hold CCF as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Chase Corporation position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 255 Chase Corporation shares in Q4 2018, an estimated $31K.
  • Wealthspire Advisors (Maryland) first reported a position in Chase Corporation in Q3 2018 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Chase Corporation position peaked at $31K in Q3 2018.
  • 99 funds tracked by Wall St. Rank held Chase Corporation as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.