Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Flotek Industries FTK Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio FTK Stock Details FTK Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-41
Closed -$1K – 2482
2018
Q1 		$1K Buy
41
+9
+28% +$316 ﹤0.01% 2333
2017
Q4 		$1K Buy
+32
New +$911 ﹤0.01% 2274
2017
Q1 		– Sell
-22
Closed -$1K – 1955
2016
Q4 		$1K Hold
22
– – ﹤0.01% 1641
2016
Q3 		$2K Hold
22
– – ﹤0.01% 1545
2016
Q2 		$2K Hold
22
– – ﹤0.01% 1507
2016
Q1 		$1K Buy
+22
New +$966 ﹤0.01% 1644

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WB
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D.E. Shaw & Co
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Morgan Stanley
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Wealthspire Advisors (Maryland)'s FTK Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of Flotek Industries (FTK) in Q2 2018, closing a stake of 41 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in FTK in Q1 2016 and held it in 6 quarters. The position peaked at $2K in Q3 2016. 118 funds tracked by Wall St. Rank hold FTK as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining Flotek Industries position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 41 Flotek Industries shares in Q2 2018, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Flotek Industries in Q1 2016 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Flotek Industries position peaked at $2K in Q3 2016.
  • 118 funds tracked by Wall St. Rank held Flotek Industries as of Q2 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2018, filed 8 Aug 2018.