WAM
FPI

Wealthspire Advisors (Maryland)’s Farmland Partners FPI Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FPI Stock Details FPI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-25
Closed – – 2474
2018
Q3 		$0 Sell
25
-37
-60% -$254 ﹤0.01% 2422
2018
Q2 		$1K Buy
62
+1
+2% +$8 ﹤0.01% 2305
2018
Q1 		$1K Buy
61
+1
+2% +$8 ﹤0.01% 2332
2017
Q4 		$1K Buy
+60
New +$538 ﹤0.01% 2273

Other funds holding FPI

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
Ameriprise
Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
GACM
Global Alpha Capital Management Montreal, Quebec, Canada $1.66B AUM 27.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
UIC
Uniplan Investment Counsel Milwaukee, Wisconsin $974M AUM 21.37% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
OCM
Oaktree Capital Management Los Angeles, California $6.56B AUM 42.97% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Farmland Partners (FPI) in Q4 2018, closing a stake of 25 shares.

Wealthspire Advisors (Maryland) first reported a position in FPI in Q4 2017 and held it in 4 quarters. The position peaked at $1K in Q2 2018. 122 funds tracked by Wall St. Rank hold FPI as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Farmland Partners position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 25 Farmland Partners shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in Farmland Partners in Q4 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Farmland Partners position peaked at $1K in Q2 2018.
  • 122 funds tracked by Wall St. Rank held Farmland Partners as of Q4 2018.

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