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Wealthspire Advisors (Maryland)’s eHealth EHTH Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EHTH Stock Details EHTH Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-38
Closed -$2K – 900
2019
Q1 		$2K Hold
38
– – ﹤0.01% 2140
2018
Q4 		$1K Buy
+38
New +$1.28K ﹤0.01% 2258
2018
Q1 		– Sell
-10
Closed – – 2524
2017
Q4 		$0 Hold
10
– – ﹤0.01% 2459
2017
Q3 		$0 Buy
+10
New +$204 ﹤0.01% 2301

Other funds holding EHTH

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
O
OrbiMed New York $5.4B AUM 163.13% 1-Year Est. Return
RG
Redmile Group San Francisco, California $1.49B AUM 208.7% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Lord, Abbett & Co
Lord, Abbett & Co Jersey City, New Jersey $34.9B AUM 72.7% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $9.69B AUM 55.7% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of eHealth (EHTH) in Q2 2019, closing a stake of 38 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in EHTH in Q3 2017 and held it in 4 quarters. The position peaked at $2K in Q1 2019. 207 funds tracked by Wall St. Rank hold EHTH as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining eHealth position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 38 eHealth shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in eHealth in Q3 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s eHealth position peaked at $2K in Q1 2019.
  • 207 funds tracked by Wall St. Rank held eHealth as of Q2 2019.

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