WAM
FSAM

Wealthspire Advisors (Maryland)’s Fifth Street Asset Management Inc. Class A FSAM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FSAM Stock Details FSAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-96
Closed – – 2651
2017
Q3 		$0 Hold
96
– – ﹤0.01% 2615
2017
Q2 		$0 Hold
96
– – ﹤0.01% 2351
2017
Q1 		$0 Hold
96
– – ﹤0.01% 2089
2016
Q4 		$1K Hold
96
– – ﹤0.01% 1729
2016
Q3 		$1K Hold
96
– – ﹤0.01% 1706
2016
Q2 		$0 Hold
96
– – ﹤0.01% 1882
2016
Q1 		$0 Buy
+96
New +$266 ﹤0.01% 1928

Other funds holding FSAM

GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
PPA
Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return
WFI
West Family Investments Carlsbad, California $285M AUM 30.42% 1-Year Est. Return
MAM
Meeder Asset Management Dublin, Ohio $1.75B AUM 34.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s FSAM Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Fifth Street Asset Management Inc. Class A (FSAM) in Q4 2017, closing a stake of 96 shares.

Wealthspire Advisors (Maryland) first reported a position in FSAM in Q1 2016 and held it in 7 quarters. The position peaked at $1K in Q4 2016. 5 funds tracked by Wall St. Rank hold FSAM as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Fifth Street Asset Management Inc. Class A position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 96 Fifth Street Asset Management Inc. Class A shares in Q4 2017.
  • Wealthspire Advisors (Maryland) first reported a position in Fifth Street Asset Management Inc. Class A in Q1 2016 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Fifth Street Asset Management Inc. Class A position peaked at $1K in Q4 2016.
  • 5 funds tracked by Wall St. Rank held Fifth Street Asset Management Inc. Class A as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.