Wealthspire Advisors (Maryland)’s Central and Eastern Europe Fund CEE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Hold	0	–	–	–	1612
2018 Q4	–	Hold	0	–	–	–	1591
2018 Q3	–	Hold	0	–	–	–	1595
2018 Q2	–	Hold	0	–	–	–	1613
2018 Q1	–	Hold	0	–	–	–	1638
2017 Q3	–	Hold	0	–	–	–	1641
2017 Q2	–	Hold	0	–	–	–	1650

Other funds holding CEE

City of London Investment Management London, United Kingdom $1.38B AUM 42.43% 1-Year Est. Return

Lazard Asset Management

Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

1607 Capital Partners Richmond, Virginia $1.39B AUM 8.35% 1-Year Est. Return

STRS Ohio Columbus, Ohio $25.2B AUM 30.31% 1-Year Est. Return

Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

Cornerstone Advisors Asheville, North Carolina $2.72B AUM 22.17% 1-Year Est. Return

Matisse Capital Portland, Oregon $234M AUM 19.72% 1-Year Est. Return

Uncommon Cents Investing Janesville, Wisconsin $461M AUM 32.58% 1-Year Est. Return

Point View Wealth Management Summit, New Jersey $246M AUM 10.77% 1-Year Est. Return