Wealthspire Advisors (Maryland)’s Core Mark Holding Co., Inc. CORE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-126	Closed	-$5K	–	2331
2019 Q1	$5K	Buy	126 +94	+294%	+$2.96K	﹤0.01%	1864
2018 Q4	$1K	Sell	32 -80	-71%	-$2.44K	﹤0.01%	2381
2018 Q3	$4K	Buy	112 +95	+559%	+$2.85K	﹤0.01%	1967
2018 Q2	$0	Sell	17 -138	-89%	-$2.84K	﹤0.01%	2645
2018 Q1	$3K	Sell	155 -287	-65%	-$6.48K	﹤0.01%	2095
2017 Q4	$14K	Buy	442 +60	+16%	+$1.92K	﹤0.01%	1470
2017 Q3	$12K	Sell	382 -880	-70%	-$27.6K	﹤0.01%	1527
2017 Q2	$42K	Buy	1,262 +725	+135%	+$24.6K	0.01%	1014
2017 Q1	$17K	Buy	537 +110	+26%	+$3.85K	﹤0.01%	1148
2016 Q4	$18K	Buy	427 +123	+40%	+$4.54K	﹤0.01%	1059
2016 Q3	$11K	Hold	304	–	–	﹤0.01%	1237
2016 Q2	$14K	Hold	304	–	–	﹤0.01%	1119
2016 Q1	$12K	Buy	304 +280	+1,167%	+$10.8K	﹤0.01%	1146
2015 Q4	$1K	Buy	+24	New	+$971	﹤0.01%	1673

Other funds holding CORE

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Advisory Research Chicago, Illinois $813M AUM 36.71% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Core Mark Holding Co., Inc. (CORE) in Q2 2019, closing a stake of 126 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in CORE in Q4 2015 and held it in 14 quarters. The position peaked at $42K in Q2 2017. 212 funds tracked by Wall St. Rank hold CORE as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Core Mark Holding Co., Inc. position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 126 Core Mark Holding Co., Inc. shares in Q2 2019, an estimated $5K.
Wealthspire Advisors (Maryland) first reported a position in Core Mark Holding Co., Inc. in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Core Mark Holding Co., Inc. position peaked at $42K in Q2 2017.
212 funds tracked by Wall St. Rank held Core Mark Holding Co., Inc. as of Q2 2019.

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