Wealthspire Advisors (Maryland)’s City Holding Co CHCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-36	Closed	-$3K	–	733
2019 Q1	$3K	Sell	36 -17	-32%	-$1.26K	﹤0.01%	1982
2018 Q4	$4K	Buy	53 +6	+13%	+$441	﹤0.01%	1793
2018 Q3	$4K	Buy	47 +17	+57%	+$1.35K	﹤0.01%	1880
2018 Q2	$2K	Sell	30 -200	-87%	-$14.8K	﹤0.01%	2127
2018 Q1	$16K	Hold	230	–	–	﹤0.01%	1367
2017 Q4	$16K	Buy	230 +28	+14%	+$1.95K	﹤0.01%	1392
2017 Q3	$15K	Buy	202 +2	+1%	+$130	﹤0.01%	1398
2017 Q2	$13K	Hold	200	–	–	﹤0.01%	1425
2017 Q1	$13K	Hold	200	–	–	﹤0.01%	1231
2016 Q4	$14K	Hold	200	–	–	﹤0.01%	1113
2016 Q3	$10K	Hold	200	–	–	﹤0.01%	1245
2016 Q2	$9K	Hold	200	–	–	﹤0.01%	1223
2016 Q1	$10K	Hold	200	–	–	﹤0.01%	1180
2015 Q4	$9K	Buy	+200	New	+$9.61K	﹤0.01%	1213

Other funds holding CHCO

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

CHC

City Holding Co Charleston, West Virginia $884M AUM 27.52% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of City Holding Co (CHCO) in Q2 2019, closing a stake of 36 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in CHCO in Q4 2015 and held it in 14 quarters. The position peaked at $16K in Q1 2018. 161 funds tracked by Wall St. Rank hold CHCO as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining City Holding Co position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 36 City Holding Co shares in Q2 2019, an estimated $3K.
Wealthspire Advisors (Maryland) first reported a position in City Holding Co in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s City Holding Co position peaked at $16K in Q1 2018.
161 funds tracked by Wall St. Rank held City Holding Co as of Q2 2019.

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