WAM
DF

Wealthspire Advisors (Maryland)’s Dean Foods Company DF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DF Stock Details DF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-198
Closed -$1K – 2653
2018
Q4 		$1K Buy
198
+175
+761% +$1.06K ﹤0.01% 2394
2018
Q3 		$0 Sell
23
-1,071
-98% -$9.37K ﹤0.01% 2589
2018
Q2 		$11K Buy
1,094
+509
+87% +$4.81K ﹤0.01% 1519
2018
Q1 		$5K Sell
585
-150
-20% -$1.48K ﹤0.01% 1862
2017
Q4 		$8K Buy
735
+298
+68% +$3.16K ﹤0.01% 1703
2017
Q3 		$5K Buy
437
+378
+641% +$4.87K ﹤0.01% 1820
2017
Q2 		$1K Sell
59
-15
-20% -$281 ﹤0.01% 2156
2017
Q1 		$1K Buy
74
+29
+64% +$567 ﹤0.01% 1888
2016
Q4 		$1K Hold
45
– – ﹤0.01% 1715
2016
Q3 		$1K Hold
45
– – ﹤0.01% 1691
2016
Q2 		$1K Hold
45
– – ﹤0.01% 1658
2016
Q1 		$1K Hold
45
– – ﹤0.01% 1703
2015
Q4 		$1K Buy
+45
New +$811 ﹤0.01% 1685

Other funds holding DF

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SGCIA
Smith Graham & Co Investment Advisors Houston, Texas $868M AUM 24.69% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DF Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Dean Foods Company (DF) in Q1 2019, closing a stake of 198 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in DF in Q4 2015 and held it in 13 quarters. The position peaked at $11K in Q2 2018. 198 funds tracked by Wall St. Rank hold DF as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Dean Foods Company position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 198 Dean Foods Company shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Dean Foods Company in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Dean Foods Company position peaked at $11K in Q2 2018.
  • 198 funds tracked by Wall St. Rank held Dean Foods Company as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.