Wealthspire Advisors (Maryland)’s Honda HMC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HMC Stock Details HMC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q2	–	Sell	-5,887	Closed	-$160K	–	1122
2019 Q1	$160K	Sell	5,887 -462	-7%	-$13K	0.01%	489
2018 Q4	$168K	Sell	6,349 -519	-8%	-$14.4K	0.01%	441
2018 Q3	$207K	Buy	6,868 +236	+4%	+$7.02K	0.02%	446
2018 Q2	$194K	Hold	6,632	–	–	0.02%	473
2018 Q1	$230K	Sell	6,632 -518	-7%	-$18.3K	0.02%	426
2017 Q4	$244K	Buy	7,150 +5,204	+267%	+$168K	0.02%	423
2017 Q3	$58K	Buy	1,946 +108	+6%	+$3.05K	0.01%	916
2017 Q2	$50K	Buy	1,838 +663	+56%	+$18.8K	0.01%	951
2017 Q1	$36K	Buy	1,175 +144	+14%	+$4.44K	0.01%	898
2016 Q4	$30K	Buy	1,031 +95	+10%	+$2.79K	﹤0.01%	904
2016 Q3	$27K	Hold	936	–	–	﹤0.01%	971
2016 Q2	$24K	Buy	936 +105	+13%	+$2.83K	﹤0.01%	937
2016 Q1	$23K	Sell	831 -89	-10%	-$2.44K	﹤0.01%	924
2015 Q4	$29K	Buy	+920	New	+$29.8K	0.01%	851

Other funds holding HMC

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Macquarie Group

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Equity Investment Corp Atlanta, Georgia $5.11B AUM 8.63% 1-Year Est. Return

Ceredex Value Advisors Orlando, Florida $3.18B AUM 35.23% 1-Year Est. Return

Renaissance Technologies

Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return

Mondrian Investment Partners London, United Kingdom $6.69B AUM

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Parametric Portfolio Associates Seattle, Washington $190B AUM 18.52% 1-Year Est. Return

Brandes Investment Partners La Jolla, California $14.1B AUM 25.52% 1-Year Est. Return