Wealthspire Advisors (Maryland)’s COLUMBIA PIPELINE GROUP IN COM STK (DE) CPGX Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q3	–	Sell	-1,277	Closed	-$33K	–	1878
2016 Q2	$33K	Buy	1,277 +368	+40%	+$9.38K	0.01%	835
2016 Q1	$23K	Sell	909 -82	-8%	-$1.59K	﹤0.01%	937
2015 Q4	$20K	Buy	+991	New	+$19.6K	﹤0.01%	979

Other funds holding CPGX

WCMNY

Westchester Capital Management (New York) Valhalla, New York $2.21B AUM 26.02% 1-Year Est. Return

Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

First Manhattan New York $36.1B AUM 11.5% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CPGX Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of COLUMBIA PIPELINE GROUP IN COM STK (DE) (CPGX) in Q3 2016, closing a stake of 1,277 shares — an estimated $33K sold.

Wealthspire Advisors (Maryland) first reported a position in CPGX in Q4 2015 and held it in 3 quarters. The position peaked at $33K in Q2 2016. 3 funds tracked by Wall St. Rank hold CPGX as of Q3 2016.

Wealthspire Advisors (Maryland) reported no remaining COLUMBIA PIPELINE GROUP IN COM STK (DE) position as of Q3 2016 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,277 COLUMBIA PIPELINE GROUP IN COM STK (DE) shares in Q3 2016, an estimated $33K.
Wealthspire Advisors (Maryland) first reported a position in COLUMBIA PIPELINE GROUP IN COM STK (DE) in Q4 2015 and held it in 3 quarters.
Wealthspire Advisors (Maryland)'s COLUMBIA PIPELINE GROUP IN COM STK (DE) position peaked at $33K in Q2 2016.
3 funds tracked by Wall St. Rank held COLUMBIA PIPELINE GROUP IN COM STK (DE) as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.