Wealthspire Advisors (Maryland)’s Grifois GRFS Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-327	Closed	-$7K	–	1080
2019 Q1	$7K	Buy	327 +12	+4%	+$229	﹤0.01%	1671
2018 Q4	$6K	Sell	315 -136	-30%	-$2.7K	﹤0.01%	1656
2018 Q3	$10K	Hold	451	–	–	﹤0.01%	1517
2018 Q2	$10K	Sell	451 -7	-2%	-$153	﹤0.01%	1536
2018 Q1	$10K	Hold	458	–	–	﹤0.01%	1568
2017 Q4	$10K	Buy	458 +12	+3%	+$267	﹤0.01%	1581
2017 Q3	$10K	Buy	446 +65	+17%	+$1.35K	﹤0.01%	1573
2017 Q2	$8K	Buy	381 +16	+4%	+$335	﹤0.01%	1616
2017 Q1	$7K	Buy	365 +220	+152%	+$3.82K	﹤0.01%	1444
2016 Q4	$2K	Hold	145	–	–	﹤0.01%	1551
2016 Q3	$2K	Hold	145	–	–	﹤0.01%	1547
2016 Q2	$2K	Buy	145 +85	+142%	+$1.34K	﹤0.01%	1511
2016 Q1	$1K	Sell	60 -2	-3%	-$30	﹤0.01%	1645
2015 Q4	$1K	Buy	+62	New	+$1.05K	﹤0.01%	1617

Other funds holding GRFS

Harding Loevner Bridgewater, New Jersey $10.6B AUM 19.39% 1-Year Est. Return

Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return

AKO Capital London, United Kingdom $4.29B AUM 4.26% 1-Year Est. Return

Fidelity International Hamilton, Bermuda $139B AUM 29.06% 1-Year Est. Return

PAMU

Pictet Asset Management (UK) London, United Kingdom $91.8B AUM 47.77% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $495B AUM 43.24% 1-Year Est. Return

First Trust Advisors Wheaton, Illinois $170B AUM 46.21% 1-Year Est. Return

Capital Research Global Investors Los Angeles, California $717B AUM 35.42% 1-Year Est. Return

BCIM

Black Creek Investment Management Toronto, Ontario, Canada $1.78B AUM 5.83% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

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

Wealthspire Advisors (Maryland) sold out of Grifois (GRFS) in Q2 2019, closing a stake of 327 shares — an estimated $7K sold.

Wealthspire Advisors (Maryland) first reported a position in GRFS in Q4 2015 and held it in 14 quarters. The position peaked at $10K in Q3 2018. 184 funds tracked by Wall St. Rank hold GRFS as of Q2 2019.

Wealthspire Advisors (Maryland) reported no remaining Grifois position as of Q2 2019 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 327 Grifois shares in Q2 2019, an estimated $7K.
Wealthspire Advisors (Maryland) first reported a position in Grifois in Q4 2015 and held it in 14 quarters.
Wealthspire Advisors (Maryland)'s Grifois position peaked at $10K in Q3 2018.
184 funds tracked by Wall St. Rank held Grifois as of Q2 2019.

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