WAM
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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 – 731
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 $182B AUM 14.68% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LAM
Lyrical Asset Management New York $6.56B AUM 20.06% 1-Year Est. Return
GC
GMT Capital Atlanta, Georgia $2.19B AUM 72.3% 1-Year Est. Return
BBHC
Brown Brothers Harriman & Co New York $18.6B AUM 15.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return