WAM
IIN

Wealthspire Advisors (Maryland)’s IntriCon Corporation IIN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IIN Stock Details IIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-403
Closed -$10K – 2292
2019
Q1 		$10K Buy
403
+63
+19% +$1.6K ﹤0.01% 1555
2018
Q4 		$9K Buy
340
+177
+109% +$6.73K ﹤0.01% 1522
2018
Q3 		$9K Buy
+163
New +$9.54K ﹤0.01% 1585

Other funds holding IIN

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ECM
Endurant Capital Management San Mateo, California $17.4M AUM 7.38% 1-Year Est. Return
PCM
Palisade Capital Management Fort Lee, New Jersey $3B AUM 14% 1-Year Est. Return
MPI
Mairs & Power Inc St Paul, Minnesota $9.79B AUM 20.6% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
CAM
Cortina Asset Management Milwaukee, Wisconsin $1.62B AUM 15.44% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of IntriCon Corporation (IIN) in Q2 2019, closing a stake of 403 shares — an estimated $10K sold.

Wealthspire Advisors (Maryland) first reported a position in IIN in Q3 2018 and held it in 3 quarters. The position peaked at $10K in Q1 2019. 84 funds tracked by Wall St. Rank hold IIN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining IntriCon Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 403 IntriCon Corporation shares in Q2 2019, an estimated $10K.
  • Wealthspire Advisors (Maryland) first reported a position in IntriCon Corporation in Q3 2018 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s IntriCon Corporation position peaked at $10K in Q1 2019.
  • 84 funds tracked by Wall St. Rank held IntriCon Corporation as of Q2 2019.

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