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Wealthspire Advisors (Maryland)’s Huntington Ingalls Industries HII Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HII Stock Details HII Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-578
Closed -$120K – 1116
2019
Q1 		$120K Buy
578
+352
+156% +$72.2K 0.01% 576
2018
Q4 		$43K Buy
226
+24
+12% +$5.22K ﹤0.01% 926
2018
Q3 		$52K Hold
202
– – ﹤0.01% 951
2018
Q2 		$44K Buy
202
+10
+5% +$2.32K ﹤0.01% 1021
2018
Q1 		$49K Sell
192
-9
-4% -$2.23K ﹤0.01% 993
2017
Q4 		$47K Buy
201
+25
+14% +$5.9K ﹤0.01% 1030
2017
Q3 		$40K Sell
176
-12
-6% -$2.5K ﹤0.01% 1054
2017
Q2 		$35K Buy
188
+87
+86% +$17K ﹤0.01% 1069
2017
Q1 		$20K Sell
101
-362
-78% -$73.6K ﹤0.01% 1079
2016
Q4 		$85K Hold
463
– – 0.01% 629
2016
Q3 		$71K Buy
463
+11
+2% +$1.82K 0.01% 680
2016
Q2 		$76K Buy
452
+27
+6% +$4.1K 0.01% 614
2016
Q1 		$58K Sell
425
-4
-0.9% -$521 0.01% 663
2015
Q4 		$54K Buy
+429
New +$52.5K 0.01% 695

Other funds holding HII

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $59.5B AUM 35.96% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
AIM
Artemis Investment Management Edinburgh, United Kingdom $11.5B AUM 61.77% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Huntington Ingalls Industries (HII) in Q2 2019, closing a stake of 578 shares — an estimated $120K sold.

Wealthspire Advisors (Maryland) first reported a position in HII in Q4 2015 and held it in 14 quarters. The position peaked at $120K in Q1 2019. 480 funds tracked by Wall St. Rank hold HII as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Huntington Ingalls Industries position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 578 Huntington Ingalls Industries shares in Q2 2019, an estimated $120K.
  • Wealthspire Advisors (Maryland) first reported a position in Huntington Ingalls Industries in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Huntington Ingalls Industries position peaked at $120K in Q1 2019.
  • 480 funds tracked by Wall St. Rank held Huntington Ingalls Industries as of Q2 2019.

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