WAM
IHS

Wealthspire Advisors (Maryland)’s IHS INC CL-A COM STK IHS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IHS Stock Details IHS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-604
Closed -$70K – 1875
2016
Q2 		$70K Sell
604
-472
-44% -$56.6K 0.01% 639
2016
Q1 		$134K Sell
1,076
-88
-8% -$9.38K 0.02% 456
2015
Q4 		$138K Buy
+1,164
New +$139K 0.03% 456

Other funds holding IHS

NC
Nicholas Company Milwaukee, Wisconsin $5.1B AUM 8.43% 1-Year Est. Return
LS
Livforsakringsbolaget Skandia Stockholm, Sweden $2.58B AUM 30.64% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IHS Position: Q3 2016 in Review

Wealthspire Advisors (Maryland) sold out of IHS INC CL-A COM STK (IHS) in Q3 2016, closing a stake of 604 shares — an estimated $70K sold.

Wealthspire Advisors (Maryland) first reported a position in IHS in Q4 2015 and held it in 3 quarters. The position peaked at $138K in Q4 2015. 2 funds tracked by Wall St. Rank hold IHS as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining IHS INC CL-A COM STK position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 604 IHS INC CL-A COM STK shares in Q3 2016, an estimated $70K.
  • Wealthspire Advisors (Maryland) first reported a position in IHS INC CL-A COM STK in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s IHS INC CL-A COM STK position peaked at $138K in Q4 2015.
  • 2 funds tracked by Wall St. Rank held IHS INC CL-A COM STK as of Q3 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2016, filed 4 Nov 2016.