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Wealthspire Advisors (Maryland)’s Celanese CE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CE Stock Details CE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-158
Closed -$16K – 723
2019
Q1 		$16K Sell
158
-64
-29% -$6.3K ﹤0.01% 1356
2018
Q4 		$20K Buy
222
+72
+48% +$7.06K ﹤0.01% 1199
2018
Q3 		$17K Sell
150
-105
-41% -$12K ﹤0.01% 1360
2018
Q2 		$28K Buy
255
+35
+16% +$3.86K ﹤0.01% 1180
2018
Q1 		$22K Sell
220
-66
-23% -$6.96K ﹤0.01% 1263
2017
Q4 		$31K Buy
286
+19
+7% +$2.02K ﹤0.01% 1171
2017
Q3 		$28K Buy
267
+12
+5% +$1.18K ﹤0.01% 1178
2017
Q2 		$24K Buy
255
+230
+920% +$20.5K ﹤0.01% 1192
2017
Q1 		$2K Buy
+25
New +$2.18K ﹤0.01% 1677

Other funds holding CE

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $484B AUM 34.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
LAM
Lyrical Asset Management New York $7.88B AUM 36.5% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $1.92B AUM 70.51% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $22.8B AUM 25.09% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Celanese (CE) in Q2 2019, closing a stake of 158 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in CE in Q1 2017 and held it in 9 quarters. The position peaked at $31K in Q4 2017. 558 funds tracked by Wall St. Rank hold CE as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Celanese position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 158 Celanese shares in Q2 2019, an estimated $16K.
  • Wealthspire Advisors (Maryland) first reported a position in Celanese in Q1 2017 and held it in 9 quarters.
  • Wealthspire Advisors (Maryland)'s Celanese position peaked at $31K in Q4 2017.
  • 558 funds tracked by Wall St. Rank held Celanese as of Q2 2019.

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