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Wealthspire Advisors (Maryland)’s Harmonic Inc HLIT Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HLIT Stock Details HLIT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-335
Closed -$2K – 1120
2019
Q1 		$2K Hold
335
– – ﹤0.01% 2155
2018
Q4 		$2K Hold
335
– – ﹤0.01% 2083
2018
Q3 		$2K Hold
335
– – ﹤0.01% 2154
2018
Q2 		$1K Buy
335
+33
+11% +$130 ﹤0.01% 2311
2018
Q1 		$1K Buy
302
+26
+9% +$94 ﹤0.01% 2339
2017
Q4 		$1K Buy
+276
New +$1.04K ﹤0.01% 2283

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SCM
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Vanguard Group
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Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
DCM
Divisar Capital Management San Francisco, California $392M AUM 108.45% 1-Year Est. Return
PAMP
Polar Asset Management Partners Toronto, Ontario, Canada $5.01B AUM 35.27% 1-Year Est. Return
RCM
Raging Capital Management Rocky Hill, New Jersey $18.2M AUM 17.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Harmonic Inc (HLIT) in Q2 2019, closing a stake of 335 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in HLIT in Q4 2017 and held it in 6 quarters. The position peaked at $2K in Q1 2019. 135 funds tracked by Wall St. Rank hold HLIT as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Harmonic Inc position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 335 Harmonic Inc shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Harmonic Inc in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Harmonic Inc position peaked at $2K in Q1 2019.
  • 135 funds tracked by Wall St. Rank held Harmonic Inc as of Q2 2019.

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