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Wealthspire Advisors (Maryland)’s Costamare CMRE Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CMRE Stock Details CMRE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-2,455
Closed -$26K – 1750
2015
Q4 		$26K Buy
+2,455
New +$30.3K ﹤0.01% 892

Other funds holding CMRE

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
GXMC
Global X Management Company New York $5.62B AUM 10.7% 1-Year Est. Return
SC
Selz Capital New York $570M AUM 35.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
OAM
Oxford Asset Management Oxford, United Kingdom $232M AUM 31% 1-Year Est. Return
LKIM
Lawson Kroeker Investment Management Omaha, Nebraska $343M AUM 17.29% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $124B AUM 33.93% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CMRE Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Costamare (CMRE) in Q1 2016, closing a stake of 2,455 shares — an estimated $26K sold.

Wealthspire Advisors (Maryland) first reported a position in CMRE in Q4 2015 and held it in 1 quarter. The position peaked at $26K in Q4 2015. 64 funds tracked by Wall St. Rank hold CMRE as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Costamare position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,455 Costamare shares in Q1 2016, an estimated $26K.
  • Wealthspire Advisors (Maryland) first reported a position in Costamare in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Costamare position peaked at $26K in Q4 2015.
  • 64 funds tracked by Wall St. Rank held Costamare as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.