Wealthspire Advisors (Maryland)
GAM icon

Wealthspire Advisors (Maryland)’s General American Investors Company GAM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GAM Stock Details GAM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q1 		– Sell
-98
Closed -$3K – 2543
2017
Q4 		$3K Hold
98
– – ﹤0.01% 1985
2017
Q3 		$4K Hold
98
– – ﹤0.01% 1844
2017
Q2 		$3K Buy
+98
New +$3.33K ﹤0.01% 1886

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RVPG
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Sit Investment Associates
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CA
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1CP
1607 Capital Partners Richmond, Virginia $1.15B AUM 12.28% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
SFS
Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GAM Position: Q1 2018 in Review

Wealthspire Advisors (Maryland) sold out of General American Investors Company (GAM) in Q1 2018, closing a stake of 98 shares — an estimated $3K sold.

Wealthspire Advisors (Maryland) first reported a position in GAM in Q2 2017 and held it in 3 quarters. The position peaked at $4K in Q3 2017. 88 funds tracked by Wall St. Rank hold GAM as of Q1 2018.

  • Wealthspire Advisors (Maryland) reported no remaining General American Investors Company position as of Q1 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 98 General American Investors Company shares in Q1 2018, an estimated $3K.
  • Wealthspire Advisors (Maryland) first reported a position in General American Investors Company in Q2 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s General American Investors Company position peaked at $4K in Q3 2017.
  • 88 funds tracked by Wall St. Rank held General American Investors Company as of Q1 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2018, filed 3 May 2018.