WAM
DNB

Wealthspire Advisors (Maryland)’s Dun & Bradstreet DNB Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DNB Stock Details DNB Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-431
Closed -$62K – 2674
2018
Q4 		$62K Buy
431
+9
+2% +$1.28K 0.01% 768
2018
Q3 		$60K Hold
422
– – ﹤0.01% 904
2018
Q2 		$52K Buy
422
+27
+7% +$3.29K ﹤0.01% 968
2018
Q1 		$46K Sell
395
-16
-4% -$1.95K ﹤0.01% 1022
2017
Q4 		$49K Buy
411
+40
+11% +$4.75K ﹤0.01% 1023
2017
Q3 		$43K Sell
371
-314
-46% -$34.9K ﹤0.01% 1037
2017
Q2 		$74K Buy
685
+415
+154% +$44.4K 0.01% 813
2017
Q1 		$29K Sell
270
-427
-61% -$48.3K ﹤0.01% 966
2016
Q4 		$85K Buy
697
+23
+3% +$2.83K 0.01% 632
2016
Q3 		$92K Buy
674
+16
+2% +$2.14K 0.01% 595
2016
Q2 		$80K Buy
658
+282
+75% +$33K 0.01% 593
2016
Q1 		$39K Sell
376
-93
-20% -$9.04K 0.01% 771
2015
Q4 		$49K Buy
+469
New +$50.9K 0.01% 722

Other funds holding DNB

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

Wealthspire Advisors (Maryland) sold out of Dun & Bradstreet (DNB) in Q1 2019, closing a stake of 431 shares — an estimated $62K sold.

Wealthspire Advisors (Maryland) first reported a position in DNB in Q4 2015 and held it in 13 quarters. The position peaked at $92K in Q3 2016. 1 fund tracked by Wall St. Rank holds DNB as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Dun & Bradstreet position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 431 Dun & Bradstreet shares in Q1 2019, an estimated $62K.
  • Wealthspire Advisors (Maryland) first reported a position in Dun & Bradstreet in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Dun & Bradstreet position peaked at $92K in Q3 2016.
  • 1 fund tracked by Wall St. Rank held Dun & Bradstreet as of Q1 2019.

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