Wealthspire Advisors (Maryland)’s Citizens CIA Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q1	–	Sell	-18	Closed	–	–	2489
2018 Q4	$0	Buy	+18	New	+$141	﹤0.01%	2444

Other funds holding CIA

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

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CIA Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Citizens (CIA) in Q1 2019, closing a stake of 18 shares.

Wealthspire Advisors (Maryland) first reported a position in CIA in Q4 2018 and held it in 1 quarter. The position peaked at $0 in Q4 2018. 56 funds tracked by Wall St. Rank hold CIA as of Q1 2019.

Wealthspire Advisors (Maryland) reported no remaining Citizens position as of Q1 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 18 Citizens shares in Q1 2019.
Wealthspire Advisors (Maryland) first reported a position in Citizens in Q4 2018 and held it in 1 quarter.
Wealthspire Advisors (Maryland)'s Citizens position peaked at $0 in Q4 2018.
56 funds tracked by Wall St. Rank held Citizens as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.