WAM
JGW

Wealthspire Advisors (Maryland)’s J G WENTWORTH CO CL A COM STK (DE) JGW Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JGW Stock Details JGW Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2016
Q3 		– Sell
-1,000
Closed – – 1879
2016
Q2 		$0 Hold
1,000
– – ﹤0.01% 1901
2016
Q1 		$1K Hold
1,000
– – ﹤0.01% 1718
2015
Q4 		$2K Buy
+1,000
New +$3.41K ﹤0.01% 1571

Other funds holding JGW

CCM
Cohen Capital Management Corte Madera, California $735M AUM 36.88% 1-Year Est. Return
SI
Scharf Investments Los Gatos, California $3.03B AUM 7.75% 1-Year Est. Return
PRS
Pinkerton Retirement Specialists Coeur D Alene, Idaho $1.16B AUM 28.78% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of J G WENTWORTH CO CL A COM STK (DE) (JGW) in Q3 2016, closing a stake of 1,000 shares.

Wealthspire Advisors (Maryland) first reported a position in JGW in Q4 2015 and held it in 3 quarters. The position peaked at $2K in Q4 2015. 3 funds tracked by Wall St. Rank hold JGW as of Q3 2016.

  • Wealthspire Advisors (Maryland) reported no remaining J G WENTWORTH CO CL A COM STK (DE) position as of Q3 2016 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,000 J G WENTWORTH CO CL A COM STK (DE) shares in Q3 2016.
  • Wealthspire Advisors (Maryland) first reported a position in J G WENTWORTH CO CL A COM STK (DE) in Q4 2015 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s J G WENTWORTH CO CL A COM STK (DE) position peaked at $2K in Q4 2015.
  • 3 funds tracked by Wall St. Rank held J G WENTWORTH CO CL A COM STK (DE) as of Q3 2016.

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