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Wealthspire Advisors (Maryland)’s Jones Lang LaSalle JLL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JLL Stock Details JLL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-122
Closed -$19K – 1242
2019
Q1 		$19K Buy
122
+50
+69% +$7.52K ﹤0.01% 1295
2018
Q4 		$9K Buy
72
+7
+11% +$946 ﹤0.01% 1506
2018
Q3 		$9K Hold
65
– – ﹤0.01% 1562
2018
Q2 		$11K Sell
65
-7
-10% -$1.19K ﹤0.01% 1503
2018
Q1 		$13K Hold
72
– – ﹤0.01% 1461
2017
Q4 		$11K Sell
72
-2
-3% -$283 ﹤0.01% 1550
2017
Q3 		$9K Buy
74
+3
+4% +$371 ﹤0.01% 1614
2017
Q2 		$9K Hold
71
– – ﹤0.01% 1573
2017
Q1 		$8K Buy
71
+45
+173% +$4.89K ﹤0.01% 1402
2016
Q4 		$3K Sell
26
-1,481
-98% -$149K ﹤0.01% 1480
2016
Q3 		$171K Buy
1,507
+1,504
+50,133% +$168K 0.03% 423
2016
Q2 		$0 Sell
3
-50
-94% -$5.74K ﹤0.01% 1753
2016
Q1 		$6K Sell
53
-485
-90% -$58.8K ﹤0.01% 1298
2015
Q4 		$86K Buy
+538
New +$85.1K 0.02% 565

Other funds holding JLL

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GIM
Generation Investment Management London, United Kingdom $11.2B AUM 0.58% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
ACM
Atlanta Capital Management Atlanta, Georgia $22.5B AUM 9.67% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AL
AJO LP Philadelphia, Pennsylvania $199M AUM 109.68% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
FWIA
Fort Washington Investment Advisors Cincinnati, Ohio $19.9B AUM 22.19% 1-Year Est. Return
AI
Ariel Investments Chicago, Illinois $8.93B AUM 29.58% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Jones Lang LaSalle (JLL) in Q2 2019, closing a stake of 122 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in JLL in Q4 2015 and held it in 14 quarters. The position peaked at $171K in Q3 2016. 399 funds tracked by Wall St. Rank hold JLL as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Jones Lang LaSalle position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 122 Jones Lang LaSalle shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Jones Lang LaSalle in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Jones Lang LaSalle position peaked at $171K in Q3 2016.
  • 399 funds tracked by Wall St. Rank held Jones Lang LaSalle as of Q2 2019.

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