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Wealthspire Advisors (Maryland)’s Forum Energy Technologies FET Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FET Stock Details FET Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-107
Closed -$11K – 984
2019
Q1 		$11K Sell
107
-6
-5% -$660 ﹤0.01% 1483
2018
Q4 		$9K Sell
113
-294
-72% -$44.4K ﹤0.01% 1501
2018
Q3 		$84K Sell
407
-62
-13% -$14.6K 0.01% 758
2018
Q2 		$116K Sell
469
-39
-8% -$10.1K 0.01% 647
2018
Q1 		$112K Sell
508
-20
-4% -$5.57K 0.01% 672
2017
Q4 		$164K Buy
528
+50
+10% +$14.2K 0.02% 560
2017
Q3 		$152K Buy
478
+222
+87% +$59.5K 0.02% 564
2017
Q2 		$80K Sell
256
-136
-35% -$46.9K 0.01% 774
2017
Q1 		$162K Buy
392
+234
+148% +$101K 0.02% 460
2016
Q4 		$70K Buy
158
+55
+53% +$23K 0.01% 681
2016
Q3 		$41K Sell
103
-39
-27% -$13.4K 0.01% 831
2016
Q2 		$49K Sell
142
-5
-3% -$1.6K 0.01% 737
2016
Q1 		$39K Buy
147
+24
+20% +$5.37K 0.01% 764
2015
Q4 		$31K Buy
+123
New +$33.4K 0.01% 830

Other funds holding FET

SP
SCF Partners Houston, Texas $32.2M AUM 191.71% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
PWPCM
Perella Weinberg Partners Capital Management New York $993M AUM 6.71% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Aberdeen Group
Aberdeen Group Edinburgh, United Kingdom $61.9B AUM 29.81% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SI
Sapience Investments Newport Beach, California $772K AUM 24.07% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Forum Energy Technologies (FET) in Q2 2019, closing a stake of 107 shares — an estimated $11K sold.

Wealthspire Advisors (Maryland) first reported a position in FET in Q4 2015 and held it in 14 quarters. The position peaked at $164K in Q4 2017. 144 funds tracked by Wall St. Rank hold FET as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Forum Energy Technologies position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 107 Forum Energy Technologies shares in Q2 2019, an estimated $11K.
  • Wealthspire Advisors (Maryland) first reported a position in Forum Energy Technologies in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Forum Energy Technologies position peaked at $164K in Q4 2017.
  • 144 funds tracked by Wall St. Rank held Forum Energy Technologies as of Q2 2019.

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