WAM
EIG icon

Wealthspire Advisors (Maryland)’s Employers Holdings EIG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EIG Stock Details EIG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-104
Closed -$4K – 901
2019
Q1 		$4K Hold
104
– – ﹤0.01% 1892
2018
Q4 		$4K Hold
104
– – ﹤0.01% 1808
2018
Q3 		$5K Buy
104
+2
+2% +$88 ﹤0.01% 1784
2018
Q2 		$4K Buy
102
+23
+29% +$935 ﹤0.01% 1874
2018
Q1 		$3K Sell
79
-12
-13% -$498 ﹤0.01% 2007
2017
Q4 		$4K Buy
91
+72
+379% +$3.39K ﹤0.01% 1897
2017
Q3 		$1K Buy
+19
New +$808 ﹤0.01% 2083

Other funds holding EIG

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
AAMU
Amundi Asset Management US Boston, Massachusetts $131B AUM 73.57% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Employers Holdings (EIG) in Q2 2019, closing a stake of 104 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in EIG in Q3 2017 and held it in 7 quarters. The position peaked at $5K in Q3 2018. 179 funds tracked by Wall St. Rank hold EIG as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Employers Holdings position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 104 Employers Holdings shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Employers Holdings in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Employers Holdings position peaked at $5K in Q3 2018.
  • 179 funds tracked by Wall St. Rank held Employers Holdings as of Q2 2019.

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