WAM
CLGX

Wealthspire Advisors (Maryland)’s Corelogic, Inc. CLGX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CLGX Stock Details CLGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-635
Closed -$24K – 2349
2019
Q1 		$24K Sell
635
-50
-7% -$1.84K ﹤0.01% 1213
2018
Q4 		$23K Sell
685
-195
-22% -$7.91K ﹤0.01% 1159
2018
Q3 		$43K Sell
880
-1
-0.1% -$51 ﹤0.01% 1024
2018
Q2 		$46K Sell
881
-265
-23% -$13.3K ﹤0.01% 1011
2018
Q1 		$52K Sell
1,146
-137
-11% -$6.31K ﹤0.01% 970
2017
Q4 		$59K Sell
1,283
-51
-4% -$2.36K 0.01% 937
2017
Q3 		$62K Buy
1,334
+117
+10% +$5.31K 0.01% 888
2017
Q2 		$53K Hold
1,217
– – 0.01% 935
2017
Q1 		$50K Buy
1,217
+470
+63% +$17.8K 0.01% 804
2016
Q4 		$28K Sell
747
-152
-17% -$5.88K ﹤0.01% 935
2016
Q3 		$35K Buy
899
+180
+25% +$7.17K 0.01% 887
2016
Q2 		$28K Sell
719
-31
-4% -$1.13K ﹤0.01% 892
2016
Q1 		$26K Buy
750
+286
+62% +$9.72K ﹤0.01% 879
2015
Q4 		$16K Buy
+464
New +$17.3K ﹤0.01% 1057

Other funds holding CLGX

T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
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
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Bessemer Group
Bessemer Group Woodbridge, New Jersey $63.6B AUM 28.76% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Corelogic, Inc. (CLGX) in Q2 2019, closing a stake of 635 shares — an estimated $24K sold.

Wealthspire Advisors (Maryland) first reported a position in CLGX in Q4 2015 and held it in 14 quarters. The position peaked at $62K in Q3 2017. 246 funds tracked by Wall St. Rank hold CLGX as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Corelogic, Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 635 Corelogic, Inc. shares in Q2 2019, an estimated $24K.
  • Wealthspire Advisors (Maryland) first reported a position in Corelogic, Inc. in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Corelogic, Inc. position peaked at $62K in Q3 2017.
  • 246 funds tracked by Wall St. Rank held Corelogic, Inc. as of Q2 2019.

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