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Wealthspire Advisors (Maryland)’s Essent Group ESNT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ESNT Stock Details ESNT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-389
Closed -$17K – 933
2019
Q1 		$17K Sell
389
-21
-5% -$865 ﹤0.01% 1336
2018
Q4 		$14K Sell
410
-246
-38% -$9.41K ﹤0.01% 1338
2018
Q3 		$29K Sell
656
-105
-14% -$4.31K ﹤0.01% 1167
2018
Q2 		$27K Buy
761
+28
+4% +$1.01K ﹤0.01% 1196
2018
Q1 		$31K Sell
733
-1,068
-59% -$48.4K ﹤0.01% 1150
2017
Q4 		$78K Buy
1,801
+1,015
+129% +$44.2K 0.01% 817
2017
Q3 		$32K Buy
786
+109
+16% +$4.22K ﹤0.01% 1127
2017
Q2 		$25K Buy
+677
New +$24.9K ﹤0.01% 1181

Other funds holding ESNT

Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
PC
Polar Capital London, United Kingdom $13.5B AUM 55.9% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Essent Group (ESNT) in Q2 2019, closing a stake of 389 shares — an estimated $17K sold.

Wealthspire Advisors (Maryland) first reported a position in ESNT in Q2 2017 and held it in 8 quarters. The position peaked at $78K in Q4 2017. 273 funds tracked by Wall St. Rank hold ESNT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Essent Group position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 389 Essent Group shares in Q2 2019, an estimated $17K.
  • Wealthspire Advisors (Maryland) first reported a position in Essent Group in Q2 2017 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s Essent Group position peaked at $78K in Q4 2017.
  • 273 funds tracked by Wall St. Rank held Essent Group as of Q2 2019.

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