Wealthspire Advisors (Maryland)’s NTT DOCOMO, Inc. DCM Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-828	Closed	-$21K	–	2717
2018 Q1	$21K	Buy	828 +100	+14%	+$2.51K	﹤0.01%	1290
2017 Q4	$17K	Buy	728 +23	+3%	+$560	﹤0.01%	1388
2017 Q3	$16K	Buy	705 +14	+2%	+$325	﹤0.01%	1392
2017 Q2	$16K	Buy	691 +134	+24%	+$3.25K	﹤0.01%	1357
2017 Q1	$13K	Buy	557 +180	+48%	+$4.29K	﹤0.01%	1256
2016 Q4	$9K	Hold	377	–	–	﹤0.01%	1276
2016 Q3	$10K	Hold	377	–	–	﹤0.01%	1261
2016 Q2	$10K	Hold	377	–	–	﹤0.01%	1218
2016 Q1	$9K	Buy	377 +85	+29%	+$1.9K	﹤0.01%	1223
2015 Q4	$6K	Buy	+292	New	+$5.66K	﹤0.01%	1333

Other funds holding DCM

Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return

PPA

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Comerica Bank Dallas, Texas $25.1B AUM 24.68% 1-Year Est. Return

FCH

Freestone Capital Holdings Seattle, Washington $3.3B AUM 21.14% 1-Year Est. Return

Pacer Advisors Malvern, Pennsylvania $35.6B AUM 18.19% 1-Year Est. Return

WAM

World Asset Management Detroit, Michigan $1.01B AUM 42.4% 1-Year Est. Return

Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

LCM

Logan Capital Management Newtown Square, Pennsylvania $2.3B AUM 30.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DCM Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of NTT DOCOMO, Inc. (DCM) in Q2 2018, closing a stake of 828 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in DCM in Q4 2015 and held it in 10 quarters. The position peaked at $21K in Q1 2018. 43 funds tracked by Wall St. Rank hold DCM as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining NTT DOCOMO, Inc. position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 828 NTT DOCOMO, Inc. shares in Q2 2018, an estimated $21K.
Wealthspire Advisors (Maryland) first reported a position in NTT DOCOMO, Inc. in Q4 2015 and held it in 10 quarters.
Wealthspire Advisors (Maryland)'s NTT DOCOMO, Inc. position peaked at $21K in Q1 2018.
43 funds tracked by Wall St. Rank held NTT DOCOMO, Inc. as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.