Wealthspire Advisors (Maryland)’s Glacier Bancorp GBCI Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-520	Closed	-$21K	–	1043
2019 Q1	$21K	Hold	520	–	–	﹤0.01%	1249
2018 Q4	$21K	Buy	520 +17	+3%	+$730	﹤0.01%	1186
2018 Q3	$22K	Hold	503	–	–	﹤0.01%	1270
2018 Q2	$19K	Hold	503	–	–	﹤0.01%	1326
2018 Q1	$19K	Hold	503	–	–	﹤0.01%	1314
2017 Q4	$20K	Buy	503 +178	+55%	+$6.75K	﹤0.01%	1327
2017 Q3	$12K	Hold	325	–	–	﹤0.01%	1499
2017 Q2	$12K	Hold	325	–	–	﹤0.01%	1459
2017 Q1	$11K	Hold	325	–	–	﹤0.01%	1300
2016 Q4	$12K	Sell	325 -255	-44%	-$8.2K	﹤0.01%	1162
2016 Q3	$17K	Hold	580	–	–	﹤0.01%	1107
2016 Q2	$15K	Hold	580	–	–	﹤0.01%	1098
2016 Q1	$15K	Hold	580	–	–	﹤0.01%	1064
2015 Q4	$15K	Buy	+580	New	+$16K	﹤0.01%	1067

Other funds holding GBCI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Neuberger Berman Group New York $131B AUM 28.36% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

SAM

Silvercrest Asset Management New York $13.8B AUM 28.39% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

EAM

Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return

Luther King Capital Management (LKCM) Fort Worth, Texas $23.1B AUM 21.31% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Glacier Bancorp (GBCI) in Q2 2019, closing a stake of 520 shares — an estimated $21K sold.

Wealthspire Advisors (Maryland) first reported a position in GBCI in Q4 2015 and held it in 14 quarters. The position peaked at $22K in Q3 2018. 260 funds tracked by Wall St. Rank hold GBCI as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Glacier Bancorp position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 520 Glacier Bancorp shares in Q2 2019, an estimated $21K.
Wealthspire Advisors (Maryland) first reported a position in Glacier Bancorp in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Glacier Bancorp position peaked at $22K in Q3 2018.
260 funds tracked by Wall St. Rank held Glacier Bancorp as of Q2 2019.

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