Wealthspire Advisors (Maryland)’s CEB Inc. CEB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CEB Stock Details CEB Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q2	–	Sell	-311	Closed	-$24K	–	2372
2017 Q1	$24K	Sell	311 -135	-30%	-$10.4K	﹤0.01%	1029
2016 Q4	$27K	Buy	446 +226	+103%	+$12.5K	﹤0.01%	943
2016 Q3	$12K	Buy	+220	New	+$13.2K	﹤0.01%	1219

Other funds holding CEB

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CEB Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of CEB Inc. (CEB) in Q2 2017, closing a stake of 311 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in CEB in Q3 2016 and held it in 3 quarters. The position peaked at $27K in Q4 2016. 1 fund tracked by Wall St. Rank holds CEB as of Q2 2017.

Wealthspire Advisors (Maryland) reported no remaining CEB Inc. position as of Q2 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 311 CEB Inc. shares in Q2 2017, an estimated $24K.
Wealthspire Advisors (Maryland) first reported a position in CEB Inc. in Q3 2016 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s CEB Inc. position peaked at $27K in Q4 2016.
1 fund tracked by Wall St. Rank held CEB Inc. as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.