WAM
EGOV

Wealthspire Advisors (Maryland)’s NIC Inc EGOV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EGOV Stock Details EGOV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,164
Closed -$20K – 2359
2019
Q1 		$20K Sell
1,164
-219
-16% -$3.47K ﹤0.01% 1291
2018
Q4 		$17K Sell
1,383
-65
-4% -$867 ﹤0.01% 1285
2018
Q3 		$21K Buy
1,448
+36
+3% +$583 ﹤0.01% 1296
2018
Q2 		$22K Buy
1,412
+236
+20% +$3.59K ﹤0.01% 1290
2018
Q1 		$16K Buy
1,176
+128
+12% +$1.9K ﹤0.01% 1384
2017
Q4 		$17K Sell
1,048
-356
-25% -$6.01K ﹤0.01% 1385
2017
Q3 		$24K Buy
1,404
+197
+16% +$3.33K ﹤0.01% 1242
2017
Q2 		$23K Buy
1,207
+373
+45% +$7.62K ﹤0.01% 1221
2017
Q1 		$17K Sell
834
-23
-3% -$516 ﹤0.01% 1149
2016
Q4 		$20K Sell
857
-377
-31% -$9.02K ﹤0.01% 1026
2016
Q3 		$29K Sell
1,234
-14
-1% -$322 ﹤0.01% 958
2016
Q2 		$27K Buy
1,248
+249
+25% +$4.78K ﹤0.01% 905
2016
Q1 		$18K Buy
999
+109
+12% +$1.97K ﹤0.01% 1007
2015
Q4 		$18K Buy
+890
New +$17.4K ﹤0.01% 1006

Other funds holding EGOV

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
BCM
Brown Capital Management Baltimore, Maryland $500M AUM 25.3% 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
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of NIC Inc (EGOV) in Q2 2019, closing a stake of 1,164 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in EGOV in Q4 2015 and held it in 14 quarters. The position peaked at $29K in Q3 2016. 208 funds tracked by Wall St. Rank hold EGOV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining NIC Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,164 NIC Inc shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in NIC Inc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s NIC Inc position peaked at $29K in Q3 2016.
  • 208 funds tracked by Wall St. Rank held NIC Inc as of Q2 2019.

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