Wealthspire Advisors (Maryland)’s Dynegy, Inc. DYN Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2018 Q2	–	Sell	-511	Closed	-$7K	–	2701
2018 Q1	$7K	Sell	511 -248	-33%	-$3.09K	﹤0.01%	1712
2017 Q4	$9K	Sell	759 -146	-16%	-$1.63K	﹤0.01%	1652
2017 Q3	$9K	Buy	905 +18	+2%	+$161	﹤0.01%	1634
2017 Q2	$7K	Buy	887 +94	+12%	+$712	﹤0.01%	1689
2017 Q1	$6K	Buy	+793	New	+$6.81K	﹤0.01%	1502
2016 Q2	–	Sell	-160	Closed	-$2K	–	1877
2016 Q1	$2K	Buy	160 +127	+385%	+$1.45K	﹤0.01%	1590
2015 Q4	$0	Buy	+33	New	+$566	﹤0.01%	1816

Other funds holding DYN

LTFS

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

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

Wealthspire Advisors (Maryland) sold out of Dynegy, Inc. (DYN) in Q2 2018, closing a stake of 511 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in DYN in Q4 2015 and held it in 7 quarters. The position peaked at $9K in Q4 2017. 1 fund tracked by Wall St. Rank holds DYN as of Q2 2018.

Wealthspire Advisors (Maryland) reported no remaining Dynegy, Inc. position as of Q2 2018 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 511 Dynegy, Inc. shares in Q2 2018, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Dynegy, Inc. in Q4 2015 and held it in 7 quarters.
Wealthspire Advisors (Maryland)'s Dynegy, Inc. position peaked at $9K in Q4 2017.
1 fund tracked by Wall St. Rank held Dynegy, Inc. as of Q2 2018.

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