WAM
EOCC

Wealthspire Advisors (Maryland)’s Enel Generacion Chile S.A. EOCC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EOCC Stock Details EOCC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-11
Closed – – 2586
2017
Q2 		$0 Hold
11
– – ﹤0.01% 2339
2017
Q1 		$0 Buy
+11
New +$225 ﹤0.01% 2075

Other funds holding EOCC

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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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
AG
Aperio Group Sausalito, California $33.8B AUM 31.46% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s EOCC Position: Q3 2017 in Review

Wealthspire Advisors (Maryland) sold out of Enel Generacion Chile S.A. (EOCC) in Q3 2017, closing a stake of 11 shares.

Wealthspire Advisors (Maryland) first reported a position in EOCC in Q1 2017 and held it in 2 quarters. The position peaked at $0 in Q2 2017. 74 funds tracked by Wall St. Rank hold EOCC as of Q3 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Enel Generacion Chile S.A. position as of Q3 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 11 Enel Generacion Chile S.A. shares in Q3 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Enel Generacion Chile S.A. in Q1 2017 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s Enel Generacion Chile S.A. position peaked at $0 in Q2 2017.
  • 74 funds tracked by Wall St. Rank held Enel Generacion Chile S.A. as of Q3 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2017, filed 8 Nov 2017.