Wealthspire Advisors (Maryland)
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Wealthspire Advisors (Maryland)’s Insteel Industries IIIN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IIIN Stock Details IIIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-43
Closed -$1K – 2527
2018
Q4 		$1K Sell
43
-11
-20% -$306 ﹤0.01% 2280
2018
Q3 		$2K Hold
54
– – ﹤0.01% 2161
2018
Q2 		$2K Buy
54
+18
+50% +$557 ﹤0.01% 2163
2018
Q1 		$1K Hold
36
– – ﹤0.01% 2342
2017
Q4 		$1K Buy
+36
New +$964 ﹤0.01% 2289

Other funds holding IIIN

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Royce & Associates
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $462B AUM 39.16% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
TAM
THB Asset Management Norwalk, Connecticut $440M AUM 59.59% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IIIN Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Insteel Industries (IIIN) in Q1 2019, closing a stake of 43 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in IIIN in Q4 2017 and held it in 5 quarters. The position peaked at $2K in Q3 2018. 113 funds tracked by Wall St. Rank hold IIIN as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Insteel Industries position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 43 Insteel Industries shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Insteel Industries in Q4 2017 and held it in 5 quarters.
  • Wealthspire Advisors (Maryland)'s Insteel Industries position peaked at $2K in Q3 2018.
  • 113 funds tracked by Wall St. Rank held Insteel Industries as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.