WAM
CTBI icon

Wealthspire Advisors (Maryland)’s Community Trust Bancorp CTBI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CTBI Stock Details CTBI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-611
Closed -$29K – 2513
2017
Q4 		$29K Sell
611
-34
-5% -$1.64K ﹤0.01% 1206
2017
Q3 		$30K Hold
645
– – ﹤0.01% 1160
2017
Q2 		$28K Hold
645
– – ﹤0.01% 1144
2017
Q1 		$30K Buy
+645
New +$30K ﹤0.01% 951

Other funds holding CTBI

CTI
Community Trust & Investment Versailles, Kentucky $1.94B AUM 29.99% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
DGHMC
Dalton, Greiner, Hartman, Maher & Co New York $126M AUM 92.88% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CTBI Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Community Trust Bancorp (CTBI) in Q1 2018, closing a stake of 611 shares — an estimated $29K sold.

Wealthspire Advisors (Maryland) first reported a position in CTBI in Q1 2017 and held it in 4 quarters. The position peaked at $30K in Q3 2017. 121 funds tracked by Wall St. Rank hold CTBI as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Community Trust Bancorp position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 611 Community Trust Bancorp shares in Q1 2018, an estimated $29K.
  • Wealthspire Advisors (Maryland) first reported a position in Community Trust Bancorp in Q1 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Community Trust Bancorp position peaked at $30K in Q3 2017.
  • 121 funds tracked by Wall St. Rank held Community Trust Bancorp as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.