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Wealthspire Advisors (Maryland)’s Dillards DDS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DDS Stock Details DDS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-57
Closed -$4K – 834
2019
Q1 		$4K Buy
57
+5
+10% +$344 ﹤0.01% 1890
2018
Q4 		$3K Sell
52
-16
-24% -$1.1K ﹤0.01% 1927
2018
Q3 		$5K Hold
68
– – ﹤0.01% 1783
2018
Q2 		$6K Buy
68
+13
+24% +$1.06K ﹤0.01% 1710
2018
Q1 		$4K Sell
55
-5
-8% -$361 ﹤0.01% 1893
2017
Q4 		$4K Sell
60
-15
-20% -$831 ﹤0.01% 1892
2017
Q3 		$4K Hold
75
– – ﹤0.01% 1837
2017
Q2 		$4K Sell
75
-11
-13% -$582 ﹤0.01% 1811
2017
Q1 		$4K Buy
86
+1
+1% +$55 ﹤0.01% 1554
2016
Q4 		$5K Sell
85
-3
-3% -$197 ﹤0.01% 1374
2016
Q3 		$6K Sell
88
-9
-9% -$563 ﹤0.01% 1352
2016
Q2 		$6K Buy
97
+3
+3% +$196 ﹤0.01% 1297
2016
Q1 		$8K Buy
94
+5
+6% +$375 ﹤0.01% 1227
2015
Q4 		$6K Buy
+89
New +$7.17K ﹤0.01% 1303

Other funds holding DDS

Newport Trust Company
Newport Trust Company Washington, District of Columbia $40.7B AUM 24.62% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SAM
Southeastern Asset Management Memphis, Tennessee $2.03B AUM 7.06% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Dillards (DDS) in Q2 2019, closing a stake of 57 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in DDS in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q1 2016. 176 funds tracked by Wall St. Rank hold DDS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Dillards position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 57 Dillards shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Dillards in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Dillards position peaked at $8K in Q1 2016.
  • 176 funds tracked by Wall St. Rank held Dillards as of Q2 2019.

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