WAM
EFII

Wealthspire Advisors (Maryland)’s Electronics for Imaging EFII Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EFII Stock Details EFII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-100
Closed -$3K – 2523
2019
Q1 		$3K Hold
100
– – ﹤0.01% 2107
2018
Q4 		$2K Sell
100
-30
-23% -$865 ﹤0.01% 2200
2018
Q3 		$4K Buy
130
+31
+31% +$1.05K ﹤0.01% 1987
2018
Q2 		$3K Sell
99
-22
-18% -$700 ﹤0.01% 2105
2018
Q1 		$3K Buy
121
+32
+36% +$918 ﹤0.01% 2113
2017
Q4 		$3K Sell
89
-150
-63% -$5.02K ﹤0.01% 2074
2017
Q3 		$10K Sell
239
-56
-19% -$2.29K ﹤0.01% 1593
2017
Q2 		$14K Buy
295
+70
+31% +$3.34K ﹤0.01% 1420
2017
Q1 		$11K Hold
225
– – ﹤0.01% 1330
2016
Q4 		$10K Sell
225
-979
-81% -$43.1K ﹤0.01% 1250
2016
Q3 		$59K Buy
1,204
+435
+57% +$19.9K 0.01% 732
2016
Q2 		$33K Buy
769
+599
+352% +$25.2K 0.01% 837
2016
Q1 		$7K Sell
170
-1,080
-86% -$44K ﹤0.01% 1281
2015
Q4 		$58K Buy
+1,250
New +$59.1K 0.01% 678

Other funds holding EFII

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GCL
Glazer Capital LLC New York $4.71B AUM 81.93% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ACB
Aristotle Capital Boston Boston, Massachusetts $1.61B AUM 19.82% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Electronics for Imaging (EFII) in Q2 2019, closing a stake of 100 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in EFII in Q4 2015 and held it in 14 quarters. The position peaked at $59K in Q3 2016. 174 funds tracked by Wall St. Rank hold EFII as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Electronics for Imaging position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 100 Electronics for Imaging shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Electronics for Imaging in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Electronics for Imaging position peaked at $59K in Q3 2016.
  • 174 funds tracked by Wall St. Rank held Electronics for Imaging as of Q2 2019.

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