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Wealthspire Advisors (Maryland)’s International Bancshares IBOC Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IBOC Stock Details IBOC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-48
Closed -$2K – 1162
2019
Q1 		$2K Buy
48
+12
+33% +$454 ﹤0.01% 2160
2018
Q4 		$1K Sell
36
-36
-50% -$1.39K ﹤0.01% 2277
2018
Q3 		$3K Hold
72
– – ﹤0.01% 2035
2018
Q2 		$3K Hold
72
– – ﹤0.01% 2011
2018
Q1 		$3K Buy
72
+4
+6% +$162 ﹤0.01% 2024
2017
Q4 		$3K Buy
+68
New +$2.74K ﹤0.01% 1991

Other funds holding IBOC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
PCM
Polaris Capital Management Boston, Massachusetts $1.22B AUM 26.01% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of International Bancshares (IBOC) in Q2 2019, closing a stake of 48 shares — an estimated $2K sold.

Wealthspire Advisors (Maryland) first reported a position in IBOC in Q4 2017 and held it in 6 quarters. The position peaked at $3K in Q3 2018. 177 funds tracked by Wall St. Rank hold IBOC as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining International Bancshares position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 48 International Bancshares shares in Q2 2019, an estimated $2K.
  • Wealthspire Advisors (Maryland) first reported a position in International Bancshares in Q4 2017 and held it in 6 quarters.
  • Wealthspire Advisors (Maryland)'s International Bancshares position peaked at $3K in Q3 2018.
  • 177 funds tracked by Wall St. Rank held International Bancshares as of Q2 2019.

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