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Wealthspire Advisors (Maryland)’s Cleveland-Cliffs CLF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CLF Stock Details CLF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-35
Closed – – 2445
2018
Q3 		$0 Hold
35
– – ﹤0.01% 2395
2018
Q2 		$0 Sell
35
-1,826
-98% -$14.5K ﹤0.01% 2450
2018
Q1 		$13K Sell
1,861
-383
-17% -$2.87K ﹤0.01% 1447
2017
Q4 		$16K Buy
2,244
+196
+10% +$1.3K ﹤0.01% 1393
2017
Q3 		$15K Hold
2,048
– – ﹤0.01% 1399
2017
Q2 		$14K Buy
2,048
+649
+46% +$4.3K ﹤0.01% 1387
2017
Q1 		$11K Buy
1,399
+1,303
+1,357% +$12.4K ﹤0.01% 1293
2016
Q4 		$1K Hold
96
– – ﹤0.01% 1628
2016
Q3 		$1K Hold
96
– – ﹤0.01% 1627
2016
Q2 		$1K Sell
96
-209
-69% -$859 ﹤0.01% 1593
2016
Q1 		$1K Buy
+305
New +$639 ﹤0.01% 1631

Other funds holding CLF

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CCM
Contrarian Capital Management Greenwich, Connecticut $357M AUM 18.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CLF Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Cleveland-Cliffs (CLF) in Q4 2018, closing a stake of 35 shares.

Wealthspire Advisors (Maryland) first reported a position in CLF in Q1 2016 and held it in 11 quarters. The position peaked at $16K in Q4 2017. 278 funds tracked by Wall St. Rank hold CLF as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Cleveland-Cliffs position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 35 Cleveland-Cliffs shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Cleveland-Cliffs in Q1 2016 and held it in 11 quarters.
  • Wealthspire Advisors (Maryland)'s Cleveland-Cliffs position peaked at $16K in Q4 2017.
  • 278 funds tracked by Wall St. Rank held Cleveland-Cliffs as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.