Wealthspire Advisors (Maryland)’s VanEck Vectors Coal ETF KOL Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KOL Stock Details KOL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2017 Q1	–	Sell	-98	Closed	-$12K	–	2066
2016 Q4	$12K	Hold	98	–	–	﹤0.01%	1178
2016 Q3	$12K	Hold	98	–	–	﹤0.01%	1216
2016 Q2	$9K	Hold	98	–	–	﹤0.01%	1231
2016 Q1	$7K	Hold	98	–	–	﹤0.01%	1275
2015 Q4	$6K	Buy	+98	New	+$7.62K	﹤0.01%	1327

Other funds holding KOL

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

VIA

Virtus Investment Advisers Hartford, Connecticut $363M AUM 34.89% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

FFEC

First Financial Equity Corporation Scottsdale, Arizona $584M AUM

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCM

Barometer Capital Management Toronto, Ontario, Canada $292M AUM 86.78% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s KOL Position: Q1 2017 in Review

Wealthspire Advisors (Maryland) sold out of VanEck Vectors Coal ETF (KOL) in Q1 2017, closing a stake of 98 shares — an estimated $12K sold.

Wealthspire Advisors (Maryland) first reported a position in KOL in Q4 2015 and held it in 5 quarters. The position peaked at $12K in Q4 2016. 39 funds tracked by Wall St. Rank hold KOL as of Q1 2017.

Wealthspire Advisors (Maryland) reported no remaining VanEck Vectors Coal ETF position as of Q1 2017 after selling out during the quarter.
Wealthspire Advisors (Maryland) sold 98 VanEck Vectors Coal ETF shares in Q1 2017, an estimated $12K.
Wealthspire Advisors (Maryland) first reported a position in VanEck Vectors Coal ETF in Q4 2015 and held it in 5 quarters.
Wealthspire Advisors (Maryland)'s VanEck Vectors Coal ETF position peaked at $12K in Q4 2016.
39 funds tracked by Wall St. Rank held VanEck Vectors Coal ETF as of Q1 2017.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q1 2017, filed 9 May 2017.