WAM
CFNL

Wealthspire Advisors (Maryland)’s Cardinal Financial Corp CFNL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CFNL Stock Details CFNL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-1,500
Closed -$45K – 2391
2017
Q1 		$45K Hold
1,500
– – 0.01% 835
2016
Q4 		$49K Hold
1,500
– – 0.01% 778
2016
Q3 		$39K Hold
1,500
– – 0.01% 856
2016
Q2 		$33K Hold
1,500
– – 0.01% 838
2016
Q1 		$31K Hold
1,500
– – 0.01% 831
2015
Q4 		$34K Buy
+1,500
New +$35.3K 0.01% 818

Other funds holding CFNL

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

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

Wealthspire Advisors (Maryland) sold out of Cardinal Financial Corp (CFNL) in Q2 2017, closing a stake of 1,500 shares — an estimated $45K sold.

Wealthspire Advisors (Maryland) first reported a position in CFNL in Q4 2015 and held it in 6 quarters. The position peaked at $49K in Q4 2016. 1 fund tracked by Wall St. Rank holds CFNL as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Cardinal Financial Corp position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,500 Cardinal Financial Corp shares in Q2 2017, an estimated $45K.
  • Wealthspire Advisors (Maryland) first reported a position in Cardinal Financial Corp in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Cardinal Financial Corp position peaked at $49K in Q4 2016.
  • 1 fund tracked by Wall St. Rank held Cardinal Financial Corp as of Q2 2017.

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