WAM
FSP

Wealthspire Advisors (Maryland)’s Franklin Street Properties FSP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FSP Stock Details FSP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Hold
0
– -$2K – 1041
2019
Q1 		– Hold
0
– – – 2148
2018
Q4 		– Hold
0
– – – 2265
2018
Q3 		– Hold
0
– – – 2426
2018
Q2 		– Hold
0
– – – 2486
2018
Q1 		– Hold
0
– – – 2014
2017
Q4 		– Hold
0
– – – 2492
2017
Q3 		– Hold
0
– – – 2326
2017
Q2 		– Hold
0
– – – 2221
2017
Q1 		– Hold
0
– – – 1958
2016
Q4 		– Hold
0
– – – 1779
2016
Q3 		– Hold
0
– – – 1760
2016
Q2 		– Hold
0
– – – 1736
2016
Q1 		– Hold
0
– – – 1778

Other funds holding FSP

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
PMG
Private Management Group Irvine, California $3.47B AUM 13.39% 1-Year Est. Return