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Wealthspire Advisors (Maryland)’s Encore Capital Group ECPG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ECPG Stock Details ECPG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-72
Closed -$2K – 887
2019
Q1 		$2K Hold
72
– – ﹤0.01% 2138
2018
Q4 		$2K Buy
72
+39
+118% +$1.05K ﹤0.01% 2070
2018
Q3 		$1K Hold
33
– – ﹤0.01% 2270
2018
Q2 		$1K Sell
33
-1
-3% -$42 ﹤0.01% 2296
2018
Q1 		$2K Sell
34
-1
-3% -$43 ﹤0.01% 2153
2017
Q4 		$1K Sell
35
-6
-15% -$274 ﹤0.01% 2267
2017
Q3 		$2K Sell
41
-64
-61% -$2.59K ﹤0.01% 1971
2017
Q2 		$4K Buy
+105
New +$3.77K ﹤0.01% 1814

Other funds holding ECPG

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
BRIM
Broad Run Investment Management Arlington, Virginia $568M AUM 50.18% 1-Year Est. Return
William Blair Investment Management
William Blair Investment Management Chicago, Illinois $30.3B AUM 33.75% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
HA
Homestead Advisers Arlington, Virginia $3.72B AUM 24.04% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Encore Capital Group (ECPG) in Q2 2019, closing a stake of 72 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in ECPG in Q2 2017 and held it in 8 quarters. The position peaked at $4K in Q2 2017. 157 funds tracked by Wall St. Rank hold ECPG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Encore Capital Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 72 Encore Capital Group shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Encore Capital Group in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Encore Capital Group position peaked at $4K in Q2 2017.
  • 157 funds tracked by Wall St. Rank held Encore Capital Group as of Q2 2019.

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