WAM
ESV

Wealthspire Advisors (Maryland)’s Ensco Rowan plc ESV Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ESV Stock Details ESV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-283
Closed -$4K – 2487
2019
Q1 		$4K Buy
283
+2
+0.7% +$35 ﹤0.01% 1964
2018
Q4 		$4K Sell
281
-33
-11% -$850 ﹤0.01% 1899
2018
Q3 		$11K Hold
314
– – ﹤0.01% 1502
2018
Q2 		$9K Buy
314
+12
+4% +$294 ﹤0.01% 1606
2018
Q1 		$5K Sell
302
-127
-30% -$2.8K ﹤0.01% 1871
2017
Q4 		$10K Buy
429
+176
+70% +$3.9K ﹤0.01% 1610
2017
Q3 		$6K Buy
253
+94
+59% +$1.88K ﹤0.01% 1776
2017
Q2 		$3K Sell
159
-47
-23% -$1.35K ﹤0.01% 1952
2017
Q1 		$7K Buy
206
+140
+212% +$5.68K ﹤0.01% 1470
2016
Q4 		$3K Buy
66
+60
+1,000% +$2.15K ﹤0.01% 1523
2016
Q3 		$0 Sell
6
-112
-95% -$3.81K ﹤0.01% 1885
2016
Q2 		$5K Buy
118
+9
+8% +$374 ﹤0.01% 1363
2016
Q1 		$5K Sell
109
-21
-16% -$857 ﹤0.01% 1370
2015
Q4 		$8K Buy
+130
New +$8.5K ﹤0.01% 1264

Other funds holding ESV

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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
CIM
Contrarius Investment Management St. Helier, Jersey $1.76B AUM 35.87% 1-Year Est. Return
OAMG
Odey Asset Management Group London, United Kingdom $381M AUM 45.36% 1-Year Est. Return
LM
Luminus Management Houston, Texas $166M AUM 75.95% 1-Year Est. Return
CCA
Canyon Capital Advisors Dallas, Texas $772M AUM 32.81% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Ensco Rowan plc (ESV) in Q2 2019, closing a stake of 283 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in ESV in Q4 2015 and held it in 14 quarters. The position peaked at $11K in Q3 2018. 239 funds tracked by Wall St. Rank hold ESV as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Ensco Rowan plc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 283 Ensco Rowan plc shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in Ensco Rowan plc in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Ensco Rowan plc position peaked at $11K in Q3 2018.
  • 239 funds tracked by Wall St. Rank held Ensco Rowan plc as of Q2 2019.

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