WAM
DEA

Wealthspire Advisors (Maryland)’s Easterly Government Properties DEA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DEA Stock Details DEA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-46
Closed -$2K – 835
2019
Q1 		$2K Sell
46
-44
-49% -$1.93K ﹤0.01% 2136
2018
Q4 		$4K Buy
90
+46
+105% +$2.04K ﹤0.01% 1805
2018
Q3 		$2K Hold
44
– – ﹤0.01% 2140
2018
Q2 		$2K Hold
44
– – ﹤0.01% 2137
2018
Q1 		$2K Hold
44
– – ﹤0.01% 2149
2017
Q4 		$2K Sell
44
-106
-71% -$5.53K ﹤0.01% 2106
2017
Q3 		$8K Hold
150
– – ﹤0.01% 1644
2017
Q2 		$8K Hold
150
– – ﹤0.01% 1605
2017
Q1 		$7K Hold
150
– – ﹤0.01% 1438
2016
Q4 		$7K Hold
150
– – ﹤0.01% 1318
2016
Q3 		$7K Hold
150
– – ﹤0.01% 1320
2016
Q2 		$7K Buy
150
+54
+56% +$2.52K ﹤0.01% 1263
2016
Q1 		$4K Hold
96
– – ﹤0.01% 1382
2015
Q4 		$4K Buy
+96
New +$4.14K ﹤0.01% 1388

Other funds holding DEA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Cohen & Steers
Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
TCM
Tributary Capital Management Omaha, Nebraska $1.03B AUM 19.64% 1-Year Est. Return
N
Nuveen Charlotte, North Carolina $369B AUM 31.66% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Easterly Government Properties (DEA) in Q2 2019, closing a stake of 46 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in DEA in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q3 2017. 200 funds tracked by Wall St. Rank hold DEA as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Easterly Government Properties position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 46 Easterly Government Properties shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Easterly Government Properties in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Easterly Government Properties position peaked at $8K in Q3 2017.
  • 200 funds tracked by Wall St. Rank held Easterly Government Properties as of Q2 2019.

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