Wealthspire Advisors (Maryland)’s Fusion Connect, Inc. Common Stock FSNN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FSNN Stock Details FSNN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-1,190	Closed	-$2K	–	2480
2019 Q1	$2K	Hold	1,190	–	–	﹤0.01%	2266
2018 Q4	$2K	Sell	1,190 -23,810	-95%	-$53.6K	﹤0.01%	2190
2018 Q3	$64K	Hold	25,000	–	–	0.01%	883
2018 Q2	$99K	Buy	+25,000	New	+$114K	0.01%	710

Other funds holding FSNN

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

Kemper Chicago, Illinois $1.2M AUM 20.64% 1-Year Est. Return

ANTB

AMG National Trust Bank Greenwood Village, Colorado $4.61B AUM 19.2% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Fusion Connect, Inc. Common Stock (FSNN) in Q2 2019, closing a stake of 1,190 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in FSNN in Q2 2018 and held it in 4 quarters. The position peaked at $99K in Q2 2018. 3 funds tracked by Wall St. Rank hold FSNN as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Fusion Connect, Inc. Common Stock position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 1,190 Fusion Connect, Inc. Common Stock shares in Q2 2019, an estimated $2K.
Wealthspire Advisors (Maryland) first reported a position in Fusion Connect, Inc. Common Stock in Q2 2018 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Fusion Connect, Inc. Common Stock position peaked at $99K in Q2 2018.
3 funds tracked by Wall St. Rank held Fusion Connect, Inc. Common Stock as of Q2 2019.

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