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Wealthspire Advisors (Maryland)’s Ecopetrol EC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EC Stock Details EC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-21
Closed – – 885
2019
Q1 		$0 Hold
21
– – ﹤0.01% 2501
2018
Q4 		$0 Hold
21
– – ﹤0.01% 2461
2018
Q3 		$1K Hold
21
– – ﹤0.01% 2269
2018
Q2 		$0 Hold
21
– – ﹤0.01% 2463
2018
Q1 		$0 Hold
21
– – ﹤0.01% 2523
2017
Q4 		$0 Buy
+21
New +$241 ﹤0.01% 2457

Other funds holding EC

Acadian Asset Management
Acadian Asset Management Boston, Massachusetts $84.2B AUM 55.88% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Russell Investments Group
Russell Investments Group London, United Kingdom $114B AUM 41.71% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EC Position: Q2 2019 in Review

Wealthspire Advisors (Maryland) sold out of Ecopetrol (EC) in Q2 2019, closing a stake of 21 shares.

Wealthspire Advisors (Maryland) first reported a position in EC in Q4 2017 and held it in 6 quarters. The position peaked at $1K in Q3 2018. 152 funds tracked by Wall St. Rank hold EC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ecopetrol position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 21 Ecopetrol shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Ecopetrol in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Ecopetrol position peaked at $1K in Q3 2018.
  • 152 funds tracked by Wall St. Rank held Ecopetrol as of Q2 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2019, filed 12 Aug 2019.