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Wealthspire Advisors (Maryland)’s CTS Corp CTS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CTS Stock Details CTS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-49
Closed -$1K – 806
2019
Q1 		$1K Buy
49
+13
+36% +$381 ﹤0.01% 2315
2018
Q4 		$1K Sell
36
-38
-51% -$1.08K ﹤0.01% 2248
2018
Q3 		$3K Buy
74
+27
+57% +$974 ﹤0.01% 2013
2018
Q2 		$2K Buy
47
+17
+57% +$538 ﹤0.01% 2135
2018
Q1 		$1K Hold
30
– – ﹤0.01% 2312
2017
Q4 		$1K Buy
30
+23
+329% +$605 ﹤0.01% 2257
2017
Q3 		$0 Buy
+7
New +$157 ﹤0.01% 2286

Other funds holding CTS

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of CTS Corp (CTS) in Q2 2019, closing a stake of 49 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in CTS in Q3 2017 and held it in 7 quarters. The position peaked at $3K in Q3 2018. 144 funds tracked by Wall St. Rank hold CTS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining CTS Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 49 CTS Corp shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in CTS Corp in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s CTS Corp position peaked at $3K in Q3 2018.
  • 144 funds tracked by Wall St. Rank held CTS Corp as of Q2 2019.

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