WAM
CEO

Wealthspire Advisors (Maryland)’s CNOOC Limited CEO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CEO Stock Details CEO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-5
Closed -$1K – 2513
2019
Q1 		$1K Hold
5
– – ﹤0.01% 2455
2018
Q4 		$1K Hold
5
– – ﹤0.01% 2406
2018
Q3 		$1K Buy
5
+3
+150% +$509 ﹤0.01% 2369
2018
Q2 		$0 Hold
2
– – ﹤0.01% 2711
2018
Q1 		$0 Sell
2
-52
-96% -$7.81K ﹤0.01% 2759
2017
Q4 		$8K Sell
54
-49
-48% -$6.64K ﹤0.01% 1708
2017
Q3 		$13K Sell
103
-84
-45% -$9.74K ﹤0.01% 1492
2017
Q2 		$20K Buy
187
+123
+192% +$14.1K ﹤0.01% 1276
2017
Q1 		$8K Sell
64
-13
-17% -$1.59K ﹤0.01% 1430
2016
Q4 		$10K Sell
77
-38
-33% -$4.92K ﹤0.01% 1249
2016
Q3 		$15K Hold
115
– – ﹤0.01% 1159
2016
Q2 		$14K Hold
115
– – ﹤0.01% 1124
2016
Q1 		$13K Buy
115
+62
+117% +$6.47K ﹤0.01% 1133
2015
Q4 		$6K Buy
+53
New +$5.86K ﹤0.01% 1330

Other funds holding CEO

HL
Harding Loevner Bridgewater, New Jersey $9.72B AUM 22.38% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Lazard Asset Management
Lazard Asset Management New York $60.8B AUM 22.47% 1-Year Est. Return
PG
Pendal Group Sydney, Australia $11.6B AUM 12.87% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $93.1B AUM 28.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of CNOOC Limited (CEO) in Q2 2019, closing a stake of 5 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CEO in Q4 2015 and held it in 14 quarters. The position peaked at $20K in Q2 2017. 187 funds tracked by Wall St. Rank hold CEO as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CNOOC Limited position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 5 CNOOC Limited shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in CNOOC Limited in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s CNOOC Limited position peaked at $20K in Q2 2017.
  • 187 funds tracked by Wall St. Rank held CNOOC Limited as of Q2 2019.

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