WAM
DST

Wealthspire Advisors (Maryland)’s DST Systems Inc. DST Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio DST Stock Details DST Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-203
Closed -$17K – 2716
2018
Q1 		$17K Sell
203
-292
-59% -$23.8K ﹤0.01% 1363
2017
Q4 		$31K Sell
495
-114
-19% -$6.76K ﹤0.01% 1188
2017
Q3 		$33K Sell
609
-194
-24% -$10.6K ﹤0.01% 1122
2017
Q2 		$50K Buy
803
+137
+21% +$8.36K 0.01% 953
2017
Q1 		$41K Buy
666
+308
+86% +$17.9K 0.01% 856
2016
Q4 		$19K Sell
358
-120
-25% -$6.33K ﹤0.01% 1042
2016
Q3 		$28K Buy
478
+20
+4% +$1.21K ﹤0.01% 964
2016
Q2 		$27K Buy
458
+200
+78% +$11.7K ﹤0.01% 907
2016
Q1 		$15K Buy
258
+50
+24% +$2.66K ﹤0.01% 1090
2015
Q4 		$12K Buy
+208
New +$12.2K ﹤0.01% 1160

Other funds holding DST

LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s DST Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of DST Systems Inc. (DST) in Q2 2018, closing a stake of 203 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in DST in Q4 2015 and held it in 10 quarters. The position peaked at $50K in Q2 2017. 1 fund tracked by Wall St. Rank holds DST as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining DST Systems Inc. position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 203 DST Systems Inc. shares in Q2 2018, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in DST Systems Inc. in Q4 2015 and held it in 10 quarters.
  • Wealthspire Advisors (Maryland)'s DST Systems Inc. position peaked at $50K in Q2 2017.
  • 1 fund tracked by Wall St. Rank held DST Systems Inc. as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.