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Wealthspire Advisors (Maryland)’s Cohen & Steers CNS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CNS Stock Details CNS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-330
Closed -$13K – 2452
2018
Q1 		$13K Sell
330
-127
-28% -$5.33K ﹤0.01% 1448
2017
Q4 		$22K Hold
457
– – ﹤0.01% 1296
2017
Q3 		$18K Hold
457
– – ﹤0.01% 1327
2017
Q2 		$19K Buy
457
+127
+38% +$5.06K ﹤0.01% 1281
2017
Q1 		$13K Buy
+330
New +$11.9K ﹤0.01% 1232

Other funds holding CNS

BAMCO Inc
BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CNS Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Cohen & Steers (CNS) in Q2 2018, closing a stake of 330 shares — an estimated $13K sold.

Wealthspire Advisors (Maryland) first reported a position in CNS in Q1 2017 and held it in 5 quarters. The position peaked at $22K in Q4 2017. 143 funds tracked by Wall St. Rank hold CNS as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Cohen & Steers position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 330 Cohen & Steers shares in Q2 2018, an estimated $13K.
  • Wealthspire Advisors (Maryland) first reported a position in Cohen & Steers in Q1 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Cohen & Steers position peaked at $22K in Q4 2017.
  • 143 funds tracked by Wall St. Rank held Cohen & Steers as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.