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Wealthspire Advisors (Maryland)’s Groupon GRPN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GRPN Stock Details GRPN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q4 		– Sell
-76
Closed -$8K – 2477
2017
Q3 		$8K Hold
76
– – ﹤0.01% 1650
2017
Q2 		$6K Sell
76
-4
-5% -$277 ﹤0.01% 1707
2017
Q1 		$6K Buy
80
+4
+5% +$308 ﹤0.01% 1486
2016
Q4 		$5K Buy
+76
New +$6.39K ﹤0.01% 1378

Other funds holding GRPN

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Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
AG
Alibaba Group Causeway Bay, Hong Kong $653M AUM 16.11% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
JCAM
Jericho Capital Asset Management New York $6.76B AUM 88.1% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
TCIM
TIAA CREF Investment Management New York $141B AUM 14.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
MC
MIG Capital Newport Beach, California $589M AUM 25.96% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s GRPN Position: Q4 2017 in Review

Wealthspire Advisors (Maryland) sold out of Groupon (GRPN) in Q4 2017, closing a stake of 76 shares — an estimated $8K sold.

Wealthspire Advisors (Maryland) first reported a position in GRPN in Q4 2016 and held it in 4 quarters. The position peaked at $8K in Q3 2017. 216 funds tracked by Wall St. Rank hold GRPN as of Q4 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Groupon position as of Q4 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 76 Groupon shares in Q4 2017, an estimated $8K.
  • Wealthspire Advisors (Maryland) first reported a position in Groupon in Q4 2016 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Groupon position peaked at $8K in Q3 2017.
  • 216 funds tracked by Wall St. Rank held Groupon as of Q4 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2017, filed 7 Feb 2018.