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Wealthspire Advisors (Maryland)’s CF Industries CF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CF Stock Details CF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-3,124
Closed -$128K – 729
2019
Q1 		$128K Sell
3,124
-280
-8% -$11.9K 0.01% 558
2018
Q4 		$148K Buy
3,404
+383
+13% +$18K 0.01% 480
2018
Q3 		$164K Sell
3,021
-401
-12% -$19.3K 0.01% 510
2018
Q2 		$152K Buy
3,422
+234
+7% +$9.54K 0.01% 551
2018
Q1 		$120K Buy
3,188
+2,294
+257% +$93.4K 0.01% 641
2017
Q4 		$38K Buy
894
+254
+40% +$9.59K ﹤0.01% 1110
2017
Q3 		$23K Buy
640
+63
+11% +$1.95K ﹤0.01% 1246
2017
Q2 		$16K Buy
577
+95
+20% +$2.62K ﹤0.01% 1341
2017
Q1 		$14K Buy
482
+97
+25% +$3.16K ﹤0.01% 1196
2016
Q4 		$12K Buy
385
+31
+9% +$834 ﹤0.01% 1157
2016
Q3 		$9K Sell
354
-180
-34% -$4.39K ﹤0.01% 1265
2016
Q2 		$13K Sell
534
-73
-12% -$2.17K ﹤0.01% 1132
2016
Q1 		$19K Sell
607
-72
-11% -$2.35K ﹤0.01% 983
2015
Q4 		$28K Buy
+679
New +$32K 0.01% 865

Other funds holding CF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
EC
Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of CF Industries (CF) in Q2 2019, closing a stake of 3,124 shares — an estimated $128K sold.

Wealthspire Advisors (Maryland) first reported a position in CF in Q4 2015 and held it in 14 quarters. The position peaked at $164K in Q3 2018. 488 funds tracked by Wall St. Rank hold CF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CF Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 3,124 CF Industries shares in Q2 2019, an estimated $128K.
  • Wealthspire Advisors (Maryland) first reported a position in CF Industries in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s CF Industries position peaked at $164K in Q3 2018.
  • 488 funds tracked by Wall St. Rank held CF Industries as of Q2 2019.

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