WAM
HIFR

Wealthspire Advisors (Maryland)’s InfraREIT, Inc. HIFR Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HIFR Stock Details HIFR Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q2 		– Sell
-198
Closed -$4K – 2674
2018
Q1 		$4K Sell
198
-99
-33% -$1.88K ﹤0.01% 1968
2017
Q4 		$6K Sell
297
-37
-11% -$786 ﹤0.01% 1810
2017
Q3 		$7K Buy
334
+95
+40% +$2.04K ﹤0.01% 1714
2017
Q2 		$5K Hold
239
– – ﹤0.01% 1794
2017
Q1 		$4K Buy
+239
New +$4.09K ﹤0.01% 1594

Other funds holding HIFR

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
TA
Teachers Advisors New York $81.7B AUM 13.62% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
WHRC
W.H. Reaves & Co Jersey City, New Jersey $6.59B AUM 31.9% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of InfraREIT, Inc. (HIFR) in Q2 2018, closing a stake of 198 shares — an estimated $4K sold.

Wealthspire Advisors (Maryland) first reported a position in HIFR in Q1 2017 and held it in 5 quarters. The position peaked at $7K in Q3 2017. 152 funds tracked by Wall St. Rank hold HIFR as of Q2 2018.

  • Wealthspire Advisors (Maryland) reported no remaining InfraREIT, Inc. position as of Q2 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 198 InfraREIT, Inc. shares in Q2 2018, an estimated $4K.
  • Wealthspire Advisors (Maryland) first reported a position in InfraREIT, Inc. in Q1 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s InfraREIT, Inc. position peaked at $7K in Q3 2017.
  • 152 funds tracked by Wall St. Rank held InfraREIT, Inc. as of Q2 2018.

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