Wealthspire Advisors (Maryland)’s FirstService FSV Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-175	Closed	-$16K	–	1027
2019 Q1	$16K	Buy	175 +10	+6%	+$822	﹤0.01%	1359
2018 Q4	$11K	Buy	+165	New	+$12.3K	﹤0.01%	1421
2016 Q4	–	Sell	-850	Closed	-$40K	–	1778
2016 Q3	$40K	Sell	850 -850	-50%	-$40.6K	0.01%	835
2016 Q2	$78K	Hold	1,700	–	–	0.01%	601
2016 Q1	$70K	Buy	+1,700	New	+$64.5K	0.01%	618

Other funds holding FSV

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

William Blair Investment Management Chicago, Illinois $33.3B AUM 44.76% 1-Year Est. Return

VBA

Van Berkom & Associates Montreal, Quebec, Canada $3.1B AUM 12.88% 1-Year Est. Return

Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return

FAM

Fred Alger Management New York $30B AUM 76.99% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $128B AUM 35.83% 1-Year Est. Return

CCA

Conestoga Capital Advisors Wayne, Pennsylvania $4.6B AUM 16.08% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of FirstService (FSV) in Q2 2019, closing a stake of 175 shares — an estimated $16K sold.

Wealthspire Advisors (Maryland) first reported a position in FSV in Q1 2016 and held it in 5 quarters. The position peaked at $78K in Q2 2016. 136 funds tracked by Wall St. Rank hold FSV as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining FirstService position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 175 FirstService shares in Q2 2019, an estimated $16K.
Wealthspire Advisors (Maryland) first reported a position in FirstService in Q1 2016 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s FirstService position peaked at $78K in Q2 2016.
136 funds tracked by Wall St. Rank held FirstService as of Q2 2019.

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