WAM
HW

Wealthspire Advisors (Maryland)’s Headwaters Inc HW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio HW Stock Details HW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q2 		– Sell
-84
Closed -$2K – 2367
2017
Q1 		$2K Sell
84
-14
-14% -$326 ﹤0.01% 1753
2016
Q4 		$2K Hold
98
– – ﹤0.01% 1599
2016
Q3 		$2K Hold
98
– – ﹤0.01% 1600
2016
Q2 		$2K Hold
98
– – ﹤0.01% 1569
2016
Q1 		$2K Hold
98
– – ﹤0.01% 1598
2015
Q4 		$2K Buy
+98
New +$1.84K ﹤0.01% 1567

Other funds holding HW

GT
Glenmede Trust Philadelphia, Pennsylvania $20.4B AUM

Wealthspire Advisors (Maryland)'s HW Position: Q2 2017 in Review

Wealthspire Advisors (Maryland) sold out of Headwaters Inc (HW) in Q2 2017, closing a stake of 84 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in HW in Q4 2015 and held it in 6 quarters. The position peaked at $2K in Q1 2017. 1 fund tracked by Wall St. Rank holds HW as of Q2 2017.

  • Wealthspire Advisors (Maryland) reported no remaining Headwaters Inc position as of Q2 2017 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 84 Headwaters Inc shares in Q2 2017, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in Headwaters Inc in Q4 2015 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s Headwaters Inc position peaked at $2K in Q1 2017.
  • 1 fund tracked by Wall St. Rank held Headwaters Inc as of Q2 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q2 2017, filed 9 Aug 2017.