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Wealthspire Advisors (Maryland)’s Cemex CX Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio CX Stock Details CX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-221
Closed -$2K – 2452
2018
Q3 		$2K Buy
221
+83
+60% +$582 ﹤0.01% 2139
2018
Q2 		$1K Buy
138
+86
+165% +$544 ﹤0.01% 2291
2018
Q1 		$0 Sell
52
-9,072
-99% -$67.9K ﹤0.01% 2515
2017
Q4 		$68K Sell
9,124
-1,756
-16% -$13.9K 0.01% 876
2017
Q3 		$99K Sell
10,880
-34
-0.3% -$323 0.01% 711
2017
Q2 		$103K Sell
10,914
-541
-5% -$4.77K 0.01% 686
2017
Q1 		$100K Buy
11,455
+347
+3% +$2.92K 0.01% 601
2016
Q4 		$86K Buy
11,108
+5,798
+109% +$46.1K 0.01% 622
2016
Q3 		$41K Buy
5,310
+5,044
+1,896% +$37.1K 0.01% 830
2016
Q2 		$2K Buy
+266
New +$1.71K ﹤0.01% 1497

Other funds holding CX

Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BIP
Brandes Investment Partners La Jolla, California $14.3B AUM 23.11% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Baillie Gifford & Co
Baillie Gifford & Co Edinburgh, United Kingdom $110B AUM 4.8% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
GTP
Global Thematic Partners New York $120M AUM 25.18% 1-Year Est. Return
Ninety One (UK)
Ninety One (UK) London, United Kingdom $44.7B AUM 17.24% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
UBS AM
UBS AM Chicago, Illinois $550B AUM 43.33% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s CX Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Cemex (CX) in Q4 2018, closing a stake of 221 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in CX in Q2 2016 and held it in 10 quarters. The position peaked at $103K in Q2 2017. 277 funds tracked by Wall St. Rank hold CX as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Cemex position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 221 Cemex shares in Q4 2018, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Cemex in Q2 2016 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s Cemex position peaked at $103K in Q2 2017.
  • 277 funds tracked by Wall St. Rank held Cemex as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.