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Wealthspire Advisors (Maryland)’s Daily Journal DJCO Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DJCO Stock Details DJCO Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-275
Closed -$63K – 2522
2017
Q4 		$63K Sell
275
-25
-8% -$5.88K 0.01% 911
2017
Q3 		$66K Hold
300
– – 0.01% 875
2017
Q2 		$61K Buy
+300
New +$63.1K 0.01% 876

Other funds holding DJCO

RI
RWWM Inc Rocklin, California $1.37B AUM 3.81% 1-Year Est. Return
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
LC
Lourd Capital Beverly Hills, California $1.08B AUM 8.79% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
ACM
Ashford Capital Management Wilmington, Delaware $809M AUM 35.1% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DJCO Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of Daily Journal (DJCO) in Q1 2018, closing a stake of 275 shares — an estimated $63K sold.

Wealthspire Advisors (Maryland) first reported a position in DJCO in Q2 2017 and held it in 3 quarters. The position peaked at $66K in Q3 2017. 46 funds tracked by Wall St. Rank hold DJCO as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Daily Journal position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 275 Daily Journal shares in Q1 2018, an estimated $63K.
  • Wealthspire Advisors (Maryland) first reported a position in Daily Journal in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Daily Journal position peaked at $66K in Q3 2017.
  • 46 funds tracked by Wall St. Rank held Daily Journal as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.