Wealthspire Advisors (Maryland)’s Escalade ESCA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ESCA Stock Details ESCA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-6,966	Closed	-$78K	–	928
2019 Q1	$78K	Hold	6,966	–	–	0.01%	727
2018 Q4	$80K	Hold	6,966	–	–	0.01%	679
2018 Q3	$90K	Hold	6,966	–	–	0.01%	735
2018 Q2	$98K	Hold	6,966	–	–	0.01%	714
2018 Q1	$95K	Hold	6,966	–	–	0.01%	736
2017 Q4	$86K	Hold	6,966	–	–	0.01%	776
2017 Q3	$95K	Hold	6,966	–	–	0.01%	732
2017 Q2	$91K	Hold	6,966	–	–	0.01%	723
2017 Q1	$90K	Hold	6,966	–	–	0.01%	637
2016 Q4	$92K	Hold	6,966	–	–	0.01%	605
2016 Q3	$89K	Hold	6,966	–	–	0.01%	602
2016 Q2	$71K	Hold	6,966	–	–	0.01%	631
2016 Q1	$82K	Hold	6,966	–	–	0.01%	572
2015 Q4	$92K	Buy	+6,966	New	+$98.4K	0.02%	548

Other funds holding ESCA

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

NSIM

North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Beddow Capital Management Jackson, Wyoming $265M AUM 18.36% 1-Year Est. Return

Minerva Advisors Bala Cynwyd, Pennsylvania $155M AUM 35.49% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Parthenon LLC Louisville, Kentucky $875M AUM 20.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

PBO

Peoples Bank (Ohio) Marietta, Ohio $163M AUM 18.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Escalade (ESCA) in Q2 2019, closing a stake of 6,966 shares — an estimated $78K sold.

Wealthspire Advisors (Maryland) first reported a position in ESCA in Q4 2015 and held it in 14 quarters. The position peaked at $98K in Q2 2018. 51 funds tracked by Wall St. Rank hold ESCA as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Escalade position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 6,966 Escalade shares in Q2 2019, an estimated $78K.
Wealthspire Advisors (Maryland) first reported a position in Escalade in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Escalade position peaked at $98K in Q2 2018.
51 funds tracked by Wall St. Rank held Escalade as of Q2 2019.

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