WAM
DEG

Wealthspire Advisors (Maryland)’s ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS DEG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DEG Stock Details DEG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-133
Closed -$3K – 1904
2016
Q2 		$3K Hold
133
– – ﹤0.01% 1484
2016
Q1 		$3K Buy
133
+24
+22% +$606 ﹤0.01% 1500
2015
Q4 		$3K Buy
+109
New +$2.59K ﹤0.01% 1506

Other funds holding DEG

H
Hexavest Montreal, Quebec, Canada $1.64B AUM 28.34% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DEG Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS (DEG) in Q3 2016, closing a stake of 133 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in DEG in Q4 2015 and held it in 3 quarters. The position peaked at $3K in Q2 2016. 1 fund tracked by Wall St. Rank holds DEG as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 133 ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS shares in Q3 2016, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS position peaked at $3K in Q2 2016.
  • 1 fund tracked by Wall St. Rank held ETABLISSEMENT DELHZ ADS 4 ADS REPTGS 1 ORD SHS as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.