WAM
EXP icon

Wealthspire Advisors (Maryland)’s Eagle Materials EXP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio EXP Stock Details EXP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-40
Closed -$3K – 956
2019
Q1 		$3K Buy
40
+18
+82% +$1.3K ﹤0.01% 1993
2018
Q4 		$1K Sell
22
-76
-78% -$5.45K ﹤0.01% 2260
2018
Q3 		$8K Sell
98
-9
-8% -$874 ﹤0.01% 1599
2018
Q2 		$11K Sell
107
-15
-12% -$1.58K ﹤0.01% 1498
2018
Q1 		$13K Buy
122
+21
+21% +$2.26K ﹤0.01% 1452
2017
Q4 		$11K Buy
101
+12
+13% +$1.3K ﹤0.01% 1541
2017
Q3 		$9K Buy
89
+3
+3% +$286 ﹤0.01% 1609
2017
Q2 		$8K Buy
86
+70
+438% +$6.72K ﹤0.01% 1610
2017
Q1 		$2K Buy
16
+12
+300% +$1.22K ﹤0.01% 1685
2016
Q4 		$0 Hold
4
– – ﹤0.01% 1773
2016
Q3 		$0 Hold
4
– – ﹤0.01% 1751
2016
Q2 		$0 Hold
4
– – ﹤0.01% 1727
2016
Q1 		$0 Hold
4
– – ﹤0.01% 1769
2015
Q4 		$0 Buy
+4
New +$267 ﹤0.01% 1729

Other funds holding EXP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SHCM
Sachem Head Capital Management New York $4.15B AUM 48.05% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ECP
Empyrean Capital Partners Los Angeles, California $3.07B AUM 34.24% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Eagle Materials (EXP) in Q2 2019, closing a stake of 40 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in EXP in Q4 2015 and held it in 14 quarters. The position peaked at $13K in Q1 2018. 312 funds tracked by Wall St. Rank hold EXP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Eagle Materials position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 40 Eagle Materials shares in Q2 2019, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in Eagle Materials in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Eagle Materials position peaked at $13K in Q1 2018.
  • 312 funds tracked by Wall St. Rank held Eagle Materials as of Q2 2019.

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