Wealthspire Advisors (Maryland)’s Douglas Emmett DEI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-199	Closed	-$8K	–	837
2019 Q1	$8K	Buy	199 +19	+11%	+$722	﹤0.01%	1615
2018 Q4	$6K	Buy	180 +25	+16%	+$898	﹤0.01%	1647
2018 Q3	$6K	Buy	155 +1	+0.6%	+$39	﹤0.01%	1720
2018 Q2	$6K	Hold	154	–	–	﹤0.01%	1711
2018 Q1	$6K	Hold	154	–	–	﹤0.01%	1728
2017 Q4	$6K	Hold	154	–	–	﹤0.01%	1764
2017 Q3	$6K	Sell	154 -6	-4%	-$230	﹤0.01%	1725
2017 Q2	$6K	Buy	160 +4	+3%	+$154	﹤0.01%	1704
2017 Q1	$6K	Buy	156 +60	+63%	+$2.3K	﹤0.01%	1482
2016 Q4	$4K	Hold	96	–	–	﹤0.01%	1414
2016 Q3	$4K	Hold	96	–	–	﹤0.01%	1423
2016 Q2	$3K	Hold	96	–	–	﹤0.01%	1426
2016 Q1	$3K	Buy	96 +2	+2%	+$57	﹤0.01%	1440
2015 Q4	$3K	Buy	+94	New	+$2.87K	﹤0.01%	1450

Other funds holding DEI

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Zimmer Partners New York $4.15B AUM 14.2% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Cohen & Steers New York $57.6B AUM 8.03% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Douglas Emmett (DEI) in Q2 2019, closing a stake of 199 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in DEI in Q4 2015 and held it in 14 quarters. The position peaked at $8K in Q1 2019. 285 funds tracked by Wall St. Rank hold DEI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Douglas Emmett position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 199 Douglas Emmett shares in Q2 2019, an estimated $8K.
Wealthspire Advisors (Maryland) first reported a position in Douglas Emmett in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Douglas Emmett position peaked at $8K in Q1 2019.
285 funds tracked by Wall St. Rank held Douglas Emmett as of Q2 2019.

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