WAM
GMS

Wealthspire Advisors (Maryland)’s GMS Inc GMS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GMS Stock Details GMS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-494
Closed -$15K – 2488
2018
Q1 		$15K Hold
494
– – ﹤0.01% 1400
2017
Q4 		$19K Hold
494
– – ﹤0.01% 1344
2017
Q3 		$17K Hold
494
– – ﹤0.01% 1350
2017
Q2 		$14K Buy
+494
New +$16.6K ﹤0.01% 1394

Other funds holding GMS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
RCMNY
Rubric Capital Management (New York) New York $9.44B AUM 68.42% 1-Year Est. Return
PWAM
Park West Asset Management San Francisco, California $1.18B AUM 47.25% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
MWNA
Marshall Wace North America New York $23.5B AUM 46.46% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GMS Position: Q2 2018 in Review

Wealthspire Advisors (Maryland) sold out of GMS Inc (GMS) in Q2 2018, closing a stake of 494 shares — an estimated $15K sold.

Wealthspire Advisors (Maryland) first reported a position in GMS in Q2 2017 and held it in 4 quarters. The position peaked at $19K in Q4 2017. 146 funds tracked by Wall St. Rank hold GMS as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining GMS Inc position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 494 GMS Inc shares in Q2 2018, an estimated $15K.
  • Wealthspire Advisors (Maryland) first reported a position in GMS Inc in Q2 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s GMS Inc position peaked at $19K in Q4 2017.
  • 146 funds tracked by Wall St. Rank held GMS Inc as of Q2 2018.

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