WAM
EGBN icon

Wealthspire Advisors (Maryland)’s Eagle Bancorp EGBN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EGBN Stock Details EGBN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q3 		$1.82M Sell
68,100
-14,314
-17% -$422K 0.06% 137
2020
Q2 		$2.7M Buy
82,414
+35
+0% +$1.12K 0.19% 81
2020
Q1 		$2.49M Sell
82,379
-7,295
-8% -$294K 0.22% 70
2019
Q4 		$4.36M Buy
89,674
+2,683
+3% +$121K 0.29% 60
2019
Q3 		$3.88M Buy
86,991
+11
+0% +$480 0.28% 59
2019
Q2 		$4.71M Sell
86,980
-16,444
-16% -$897K 0.35% 50
2019
Q1 		$5.19M Sell
103,424
-10,336
-9% -$564K 0.39% 44
2018
Q4 		$5.54M Sell
113,760
-2,619
-2% -$133K 0.49% 38
2018
Q3 		$5.89M Sell
116,379
-1,000
-0.9% -$55.5K 0.49% 35
2018
Q2 		$7.2M Sell
117,379
-2,000
-2% -$122K 0.65% 30
2018
Q1 		$7.14M Sell
119,379
-34,419
-22% -$2.13M 0.67% 27
2017
Q4 		$8.9M Buy
153,798
+16,086
+12% +$1.03M 0.87% 19
2017
Q3 		$9.23M Sell
137,712
-8,757
-6% -$549K 1.01% 15
2017
Q2 		$9.27M Sell
146,469
-14,685
-9% -$878K 1.1% 14
2017
Q1 		$9.62M Sell
161,154
-18,724
-10% -$1.14M 1.37% 12
2016
Q4 		$11M Sell
179,878
-13,302
-7% -$729K 1.64% 11
2016
Q3 		$9.53M Hold
193,180
– – 1.49% 11
2016
Q2 		$9.29M Sell
193,180
-696
-0.4% -$34.2K 1.55% 11
2016
Q1 		$9.31M Buy
193,876
+125,044
+182% +$5.88M 1.64% 10
2015
Q4 		$3.47M Buy
+68,832
New +$3.45M 0.65% 27

Other funds holding EGBN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
WA
Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EGBN Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its Eagle Bancorp (EGBN) stake by 17% in Q3 2020, selling an estimated $422K and leaving 68,100 shares worth $1.82M. The position accounts for 0.06% of the portfolio, ranked #137.

Wealthspire Advisors (Maryland) first reported a position in EGBN in Q4 2015 and has held it in 20 quarters since. The position peaked at $11M in Q4 2016. 163 funds tracked by Wall St. Rank hold EGBN as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 68,100 shares of Eagle Bancorp worth $1.82M as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 14,314 Eagle Bancorp shares in Q3 2020, an estimated $422K.
  • Eagle Bancorp made up 0.06% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #137 holding.
  • Wealthspire Advisors (Maryland) first reported a position in Eagle Bancorp in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s Eagle Bancorp position peaked at $11M in Q4 2016.
  • 163 funds tracked by Wall St. Rank held Eagle Bancorp as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.