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Wealthspire Advisors (Maryland)’s Ericsson ERIC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ERIC Stock Details ERIC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-2,139
Closed -$20K – 925
2019
Q1 		$20K Sell
2,139
-615
-22% -$5.56K ﹤0.01% 1270
2018
Q4 		$24K Buy
2,754
+123
+5% +$1.07K ﹤0.01% 1128
2018
Q3 		$23K Buy
2,631
+139
+6% +$1.14K ﹤0.01% 1249
2018
Q2 		$19K Hold
2,492
– – ﹤0.01% 1325
2018
Q1 		$16K Sell
2,492
-2,022
-45% -$13.6K ﹤0.01% 1369
2017
Q4 		$30K Buy
4,514
+839
+23% +$5.23K ﹤0.01% 1192
2017
Q3 		$21K Buy
3,675
+66
+2% +$408 ﹤0.01% 1285
2017
Q2 		$26K Buy
3,609
+1,615
+81% +$10.9K ﹤0.01% 1164
2017
Q1 		$13K Buy
1,994
+1,611
+421% +$9.94K ﹤0.01% 1233
2016
Q4 		$2K Buy
383
+269
+236% +$1.49K ﹤0.01% 1546
2016
Q3 		$1K Buy
+114
New +$827 ﹤0.01% 1635
2016
Q2 		– Sell
-561
Closed -$6K – 1720
2016
Q1 		$6K Buy
561
+220
+65% +$2.03K ﹤0.01% 1296
2015
Q4 		$3K Buy
+341
New +$3.32K ﹤0.01% 1451

Other funds holding ERIC

Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Arrowstreet Capital
Arrowstreet Capital Boston, Massachusetts $185B AUM 39.58% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
F
Folketrygdfondet Oslo Norway, Norway $5.64B AUM 47.16% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
CMG
Cavalry Management Group San Francisco, California $22.3M AUM 65.95% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Ericsson (ERIC) in Q2 2019, closing a stake of 2,139 shares — an estimated $20K sold.

Wealthspire Advisors (Maryland) first reported a position in ERIC in Q4 2015 and held it in 13 quarters. The position peaked at $30K in Q4 2017. 271 funds tracked by Wall St. Rank hold ERIC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ericsson position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 2,139 Ericsson shares in Q2 2019, an estimated $20K.
  • Wealthspire Advisors (Maryland) first reported a position in Ericsson in Q4 2015 and held it in 13 quarters.
  • Wealthspire Advisors (Maryland)'s Ericsson position peaked at $30K in Q4 2017.
  • 271 funds tracked by Wall St. Rank held Ericsson as of Q2 2019.

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