Wealthspire Advisors (Maryland)
FMSA

Wealthspire Advisors (Maryland)’s Fairmount Santrol Holdings Inc. FMSA Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FMSA Stock Details FMSA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q1 		– Sell
-91
Closed – – 1964
2015
Q4 		$0 Buy
+91
New +$240 ﹤0.01% 1835

Other funds holding FMSA

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Millennium Management
Millennium Management New York $276B AUM 44.8% 1-Year Est. Return
BlackRock Fund Advisors
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
SIM
Spark Investment Management New York $51.2M AUM 87.14% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
GC
Globeflex Capital San Diego, California $783M AUM 81.58% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FMSA Position: Q1 2016 in Review

Wealthspire Advisors (Maryland) sold out of Fairmount Santrol Holdings Inc. (FMSA) in Q1 2016, closing a stake of 91 shares.

Wealthspire Advisors (Maryland) first reported a position in FMSA in Q4 2015 and held it in 1 quarter. The position peaked at $0 in Q4 2015. 88 funds tracked by Wall St. Rank hold FMSA as of Q1 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Fairmount Santrol Holdings Inc. position as of Q1 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 91 Fairmount Santrol Holdings Inc. shares in Q1 2016.
  • Wealthspire Advisors (Maryland) first reported a position in Fairmount Santrol Holdings Inc. in Q4 2015 and held it in 1 quarter.
  • Wealthspire Advisors (Maryland)'s Fairmount Santrol Holdings Inc. position peaked at $0 in Q4 2015.
  • 88 funds tracked by Wall St. Rank held Fairmount Santrol Holdings Inc. as of Q1 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2016, filed 6 May 2016.