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Wealthspire Advisors (Maryland)’s Edesa Biotech EDSA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EDSA Stock Details EDSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-2
Closed -$1K – 1939
2016
Q4 		$1K Hold
2
– – ﹤0.01% 1639
2016
Q3 		$1K Hold
2
– – ﹤0.01% 1634
2016
Q2 		$2K Hold
2
– – ﹤0.01% 1501
2016
Q1 		$3K Hold
2
– – ﹤0.01% 1443
2015
Q4 		$4K Buy
+2
New +$4.64K ﹤0.01% 1390

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AG
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CB
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WAS
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Creative Planning
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CFD
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WP
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ASN
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Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EDSA Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of Edesa Biotech (EDSA) in Q1 2017, closing a stake of 2 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in EDSA in Q4 2015 and held it in 5 quarters. The position peaked at $4K in Q4 2015. 12 funds tracked by Wall St. Rank hold EDSA as of Q1 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Edesa Biotech position as of Q1 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2 Edesa Biotech shares in Q1 2017, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Edesa Biotech in Q4 2015 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Edesa Biotech position peaked at $4K in Q4 2015.
  • 12 funds tracked by Wall St. Rank held Edesa Biotech as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.