WAM
KG

Wealthspire Advisors (Maryland)’s Kestrel Group KG Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KG Stock Details KG Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q1 		– Sell
-21
Closed -$1K – 2540
2018
Q4 		$1K Buy
+21
New +$1.13K ﹤0.01% 2294
2018
Q3 		– Sell
-4
Closed -$1K – 2454
2018
Q2 		$1K Sell
4
-1
-20% -$157 ﹤0.01% 2327
2018
Q1 		$1K Buy
+5
New +$694 ﹤0.01% 2358
2017
Q4 		– Sell
-1
Closed – – 2509
2017
Q3 		$0 Buy
+1
New +$177 ﹤0.01% 2377

Other funds holding KG

6CM
683 Capital Management New York $1.92B AUM 85.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
D.E. Shaw & Co
D.E. Shaw & Co New York $166B AUM 43.98% 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 KG Position: Q1 2019 in Review

Wealthspire Advisors (Maryland) sold out of Kestrel Group (KG) in Q1 2019, closing a stake of 21 shares — an estimated $1K sold.

Wealthspire Advisors (Maryland) first reported a position in KG in Q3 2017 and held it in 4 quarters. The position peaked at $1K in Q4 2018. 96 funds tracked by Wall St. Rank hold KG as of Q1 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Kestrel Group position as of Q1 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 21 Kestrel Group shares in Q1 2019, an estimated $1K.
  • Wealthspire Advisors (Maryland) first reported a position in Kestrel Group in Q3 2017 and held it in 4 quarters.
  • Wealthspire Advisors (Maryland)'s Kestrel Group position peaked at $1K in Q4 2018.
  • 96 funds tracked by Wall St. Rank held Kestrel Group as of Q1 2019.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2019, filed 13 May 2019.