WAM
HPY

Wealthspire Advisors (Maryland)’s HEARTLAND PAYMENT SYSTEMS, INC. COM STK HPY Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HPY Stock Details HPY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q2 		– Sell
-52
Closed -$5K – 1914
2016
Q1 		$5K Sell
52
-261
-83% -$24K ﹤0.01% 1369
2015
Q4 		$30K Buy
+313
New +$24.2K 0.01% 845

Other funds holding HPY

OAM
Orinda Asset Management Lafayette, California $48.7M AUM 26.85% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s HPY Position: Q2 2016 in Review

Wealthspire Advisors (Maryland) sold out of HEARTLAND PAYMENT SYSTEMS, INC. COM STK (HPY) in Q2 2016, closing a stake of 52 shares — an estimated $5K sold.

Wealthspire Advisors (Maryland) first reported a position in HPY in Q4 2015 and held it in 2 quarters. The position peaked at $30K in Q4 2015. 1 fund tracked by Wall St. Rank holds HPY as of Q2 2016.

  • Wealthspire Advisors (Maryland) reported no remaining HEARTLAND PAYMENT SYSTEMS, INC. COM STK position as of Q2 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 52 HEARTLAND PAYMENT SYSTEMS, INC. COM STK shares in Q2 2016, an estimated $5K.
  • Wealthspire Advisors (Maryland) first reported a position in HEARTLAND PAYMENT SYSTEMS, INC. COM STK in Q4 2015 and held it in 2 quarters.
  • Wealthspire Advisors (Maryland)'s HEARTLAND PAYMENT SYSTEMS, INC. COM STK position peaked at $30K in Q4 2015.
  • 1 fund tracked by Wall St. Rank held HEARTLAND PAYMENT SYSTEMS, INC. COM STK as of Q2 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2016, filed 12 Aug 2016.