WAM
HF

Wealthspire Advisors (Maryland)’s HFF Inc. HF Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HF Stock Details HF Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-90
Closed -$4K – 2465
2019
Q1 		$4K Sell
90
-5
-5% -$212 ﹤0.01% 1962
2018
Q4 		$3K Buy
95
+5
+6% +$186 ﹤0.01% 2035
2018
Q3 		$4K Hold
90
– – ﹤0.01% 1978
2018
Q2 		$3K Buy
90
+11
+14% +$420 ﹤0.01% 2091
2018
Q1 		$4K Hold
79
– – ﹤0.01% 1966
2017
Q4 		$4K Buy
79
+71
+888% +$3.13K ﹤0.01% 1950
2017
Q3 		$0 Buy
+8
New +$295 ﹤0.01% 2575

Other funds holding HF

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
BCIM
Burford Capital Investment Management Chicago, Illinois $6.17M AUM 38.81% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $34B AUM 6.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
AA
AQR Arbitrage Greenwich, Connecticut $6.09B AUM 27.01% 1-Year Est. Return
WIC
Water Island Capital New York $896M AUM 107.59% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of HFF Inc. (HF) in Q2 2019, closing a stake of 90 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in HF in Q3 2017 and held it in 7 quarters. The position peaked at $4K in Q1 2019. 211 funds tracked by Wall St. Rank hold HF as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining HFF Inc. position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 90 HFF Inc. shares in Q2 2019, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in HFF Inc. in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s HFF Inc. position peaked at $4K in Q1 2019.
  • 211 funds tracked by Wall St. Rank held HFF Inc. as of Q2 2019.

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