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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 		– Sell
-6
Closed – – 1770
2016
Q2 		$0 Hold
6
– – ﹤0.01% 1747
2016
Q1 		$0 Hold
6
– – ﹤0.01% 1795
2015
Q4 		$1K Buy
+6
New +$609 ﹤0.01% 1625

Other funds holding IPDN

NSIM
North Star Investment Management Chicago, Illinois $1.65B AUM 20.56% 1-Year Est. Return
Deutsche Bank
Deutsche Bank Frankfurt Am Main Ge, Germany $303B AUM 30.15% 1-Year Est. Return
PAM
Panagora Asset Management Boston, Massachusetts $26.7B AUM 36.4% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Citigroup
Citigroup New York $235B AUM 32.99% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Professional Diversity Network (IPDN) in Q3 2016, closing a stake of 6 shares.

Wealthspire Advisors (Maryland) first reported a position in IPDN in Q4 2015 and held it in 3 quarters. The position peaked at $1K in Q4 2015. 5 funds tracked by Wall St. Rank hold IPDN as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining Professional Diversity Network position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 6 Professional Diversity Network shares in Q3 2016.
  • Wealthspire Advisors (Maryland) first reported a position in Professional Diversity Network in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Professional Diversity Network position peaked at $1K in Q4 2015.
  • 5 funds tracked by Wall St. Rank held Professional Diversity Network as of Q3 2016.

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