Wealthspire Advisors (Maryland)’s Ingram Micro IM Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IM Stock Details IM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2016 Q4	–	Sell	-536	Closed	-$19K	–	1927
2016 Q3	$19K	Sell	536 -2	-0.4%	-$69	﹤0.01%	1080
2016 Q2	$19K	Buy	538 +64	+14%	+$2.23K	﹤0.01%	1021
2016 Q1	$17K	Hold	474	–	–	﹤0.01%	1031
2015 Q4	$14K	Buy	+474	New	+$14.3K	﹤0.01%	1105

Other funds holding IM

Oakworth Capital Birmingham, Alabama $2.1B AUM 24.07% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

FPF

FNY Partners Fund New York $185M AUM 32.57% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s IM Position: Q4 2016 in Review

Wealthspire Advisors (Maryland) sold out of Ingram Micro (IM) in Q4 2016, closing a stake of 536 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in IM in Q4 2015 and held it in 4 quarters. The position peaked at $19K in Q3 2016. 3 funds tracked by Wall St. Rank hold IM as of Q4 2016.

Wealthspire Advisors (Maryland) reported no remaining Ingram Micro position as of Q4 2016 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 536 Ingram Micro shares in Q4 2016, an estimated $19K.
Wealthspire Advisors (Maryland) first reported a position in Ingram Micro in Q4 2015 and held it in 4 quarters.
Wealthspire Advisors (Maryland)'s Ingram Micro position peaked at $19K in Q3 2016.
3 funds tracked by Wall St. Rank held Ingram Micro as of Q4 2016.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2016, filed 6 Feb 2017.