WAM
JWN

Wealthspire Advisors (Maryland)’s Nordstrom JWN Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio JWN Stock Details JWN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-425
Closed -$19K – 1248
2019
Q1 		$19K Buy
425
+91
+27% +$4.15K ﹤0.01% 1296
2018
Q4 		$16K Buy
334
+36
+12% +$2.03K ﹤0.01% 1295
2018
Q3 		$18K Sell
298
-84
-22% -$4.81K ﹤0.01% 1339
2018
Q2 		$20K Sell
382
-58
-13% -$2.88K ﹤0.01% 1311
2018
Q1 		$21K Sell
440
-86
-16% -$4.28K ﹤0.01% 1279
2017
Q4 		$25K Sell
526
-124
-19% -$5.34K ﹤0.01% 1254
2017
Q3 		$31K Sell
650
-148
-19% -$6.87K ﹤0.01% 1151
2017
Q2 		$38K Buy
798
+228
+40% +$10.4K ﹤0.01% 1039
2017
Q1 		$27K Sell
570
-132
-19% -$5.89K ﹤0.01% 984
2016
Q4 		$34K Buy
702
+11
+2% +$598 0.01% 869
2016
Q3 		$36K Sell
691
-700
-50% -$32.9K 0.01% 874
2016
Q2 		$53K Sell
1,391
-1,211
-47% -$53.8K 0.01% 717
2016
Q1 		$149K Sell
2,602
-4,375
-63% -$226K 0.03% 424
2015
Q4 		$348K Buy
+6,977
New +$423K 0.06% 224

Other funds holding JWN

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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Nordstrom (JWN) in Q2 2019, closing a stake of 425 shares — an estimated $19K sold.

Wealthspire Advisors (Maryland) first reported a position in JWN in Q4 2015 and held it in 14 quarters. The position peaked at $348K in Q4 2015. 498 funds tracked by Wall St. Rank hold JWN as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Nordstrom position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 425 Nordstrom shares in Q2 2019, an estimated $19K.
  • Wealthspire Advisors (Maryland) first reported a position in Nordstrom in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Nordstrom position peaked at $348K in Q4 2015.
  • 498 funds tracked by Wall St. Rank held Nordstrom as of Q2 2019.

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