Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Gates Industrial Corp GTES Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio GTES Stock Details GTES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-104
Closed -$1K – 1085
2019
Q1 		$1K Buy
104
+73
+235% +$1.1K ﹤0.01% 2332
2018
Q4 		$0 Sell
31
-198
-86% -$2.97K ﹤0.01% 2486
2018
Q3 		$4K Buy
229
+76
+50% +$1.33K ﹤0.01% 1900
2018
Q2 		$2K Buy
+153
New +$2.42K ﹤0.01% 2155

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CIP
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JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
First Manhattan
First Manhattan New York $39.2B AUM 21.04% 1-Year Est. Return
Cooke & Bieler
Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Peregrine Capital Management
Peregrine Capital Management Minneapolis, Minnesota $3.08B AUM 29.51% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Gates Industrial Corp (GTES) in Q2 2019, closing a stake of 104 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in GTES in Q2 2018 and held it in 4 quarters. The position peaked at $4K in Q3 2018. 106 funds tracked by Wall St. Rank hold GTES as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Gates Industrial Corp position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 104 Gates Industrial Corp shares in Q2 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Gates Industrial Corp in Q2 2018 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Gates Industrial Corp position peaked at $4K in Q3 2018.
  • 106 funds tracked by Wall St. Rank held Gates Industrial Corp as of Q2 2019.

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