WAM
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Wealthspire Advisors (Maryland)’s Professional Diversity Network IPDN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio IPDN Stock Details IPDN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Hold
0
– – – 1770
2016
Q2 		– Hold
0
– – – 1747
2016
Q1 		– Hold
0
– – – 1795
2015
Q4 		– Hold
0
– – – 1625

Other funds holding IPDN

NSIM
North Star Investment Management Chicago, Illinois $1.84B AUM 28.81% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $344B AUM 42.99% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $32.6B AUM 52.29% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Citigroup
Citigroup New York $303B AUM 53.02% 1-Year Est. Return