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Wealthspire Advisors (Maryland)’s Central Pacific Financial CPF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CPF Stock Details CPF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-113
Closed -$3K – 782
2019
Q1 		$3K Hold
113
– – ﹤0.01% 1986
2018
Q4 		$3K Sell
113
-144
-56% -$3.79K ﹤0.01% 1922
2018
Q3 		$7K Buy
257
+62
+32% +$1.76K ﹤0.01% 1646
2018
Q2 		$6K Buy
195
+78
+67% +$2.31K ﹤0.01% 1708
2018
Q1 		$3K Buy
117
+48
+70% +$1.41K ﹤0.01% 2000
2017
Q4 		$2K Buy
69
+66
+2,200% +$2.06K ﹤0.01% 2100
2017
Q3 		$0 Buy
+3
New +$91 ﹤0.01% 2284

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

Wealthspire Advisors (Maryland) sold out of Central Pacific Financial (CPF) in Q2 2019, closing a stake of 113 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in CPF in Q3 2017 and held it in 7 quarters. The position peaked at $7K in Q3 2018. 161 funds tracked by Wall St. Rank hold CPF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Central Pacific Financial position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 113 Central Pacific Financial shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Central Pacific Financial in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Central Pacific Financial position peaked at $7K in Q3 2018.
  • 161 funds tracked by Wall St. Rank held Central Pacific Financial as of Q2 2019.

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