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Wealthspire Advisors (Maryland)’s Ethan Allen Interiors ETD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio ETD Stock Details ETD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-61
Closed -$1K – 2465
2018
Q3 		$1K Sell
61
-52
-46% -$1.19K ﹤0.01% 2275
2018
Q2 		$3K Buy
113
+39
+53% +$922 ﹤0.01% 1996
2018
Q1 		$2K Buy
74
+15
+25% +$378 ﹤0.01% 2159
2017
Q4 		$2K Buy
59
+55
+1,375% +$1.61K ﹤0.01% 2115
2017
Q3 		$0 Sell
4
-1,138
-100% -$34.9K ﹤0.01% 2308
2017
Q2 		$37K Buy
+1,142
New +$33.6K ﹤0.01% 1049

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s ETD Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of Ethan Allen Interiors (ETD) in Q4 2018, closing a stake of 61 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in ETD in Q2 2017 and held it in 6 quarters. The position peaked at $37K in Q2 2017. 158 funds tracked by Wall St. Rank hold ETD as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Ethan Allen Interiors position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 61 Ethan Allen Interiors shares in Q4 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Ethan Allen Interiors in Q2 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Ethan Allen Interiors position peaked at $37K in Q2 2017.
  • 158 funds tracked by Wall St. Rank held Ethan Allen Interiors as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.