Wealthspire Advisors (Maryland)’s Dominion Diamond Corporation DDC Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-210	Closed	-$2K	–	2122
2016 Q4	$2K	Sell	210 -4,455	-95%	-$40.7K	﹤0.01%	1608
2016 Q3	$45K	Hold	4,665	–	–	0.01%	812
2016 Q2	$41K	Buy	4,665 +1,650	+55%	+$17.6K	0.01%	790
2016 Q1	$33K	Sell	3,015 -2,160	-42%	-$23.6K	0.01%	808
2015 Q4	$53K	Buy	+5,175	New	+$50K	0.01%	701

Other funds holding DDC

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

KPF

K2 Principal Fund Toronto, Ontario, Canada $1.43B AUM 29.56% 1-Year Est. Return

BHMP

Bardin Hill Management Partners New York $80.3M AUM 31.39% 1-Year Est. Return

AIMCA

Alberta Investment Management Corp (AIMCo) Edmonton, Alberta, Canada $16.7B AUM 23.27% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

TAL

TIG Advisors LLC New York $2.16B AUM 72.99% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DDC Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Dominion Diamond Corporation (DDC) in Q1 2017, closing a stake of 210 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in DDC in Q4 2015 and held it in 5 quarters. The position peaked at $53K in Q4 2015. 139 funds tracked by Wall St. Rank hold DDC as of Q1 2017.

Wealthspire Advisors (Maryland) reported no remaining Dominion Diamond Corporation position as of Q1 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 210 Dominion Diamond Corporation shares in Q1 2017, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Dominion Diamond Corporation in Q4 2015 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s Dominion Diamond Corporation position peaked at $53K in Q4 2015.
139 funds tracked by Wall St. Rank held Dominion Diamond Corporation as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.