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Wealthspire Advisors (Maryland)’s Koppers KOP Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio KOP Stock Details KOP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-1,621
Closed -$42K – 1278
2019
Q1 		$42K Buy
1,621
+993
+158% +$23.3K ﹤0.01% 953
2018
Q4 		$11K Buy
628
+621
+8,871% +$14.6K ﹤0.01% 1427
2018
Q3 		$0 Hold
7
– – ﹤0.01% 2448
2018
Q2 		$0 Hold
7
– – ﹤0.01% 2507
2018
Q1 		$0 Hold
7
– – ﹤0.01% 2574
2017
Q4 		$0 Hold
7
– – ﹤0.01% 2495
2017
Q3 		$0 Buy
+7
New +$272 ﹤0.01% 2357

Other funds holding KOP

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
SAM
Southernsun Asset Management Memphis, Tennessee $690M AUM 30.68% 1-Year Est. Return
State of New Jersey Common Pension Fund D
State of New Jersey Common Pension Fund D Trenton, New Jersey $25.9B AUM 26.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MLIM
Mountain Lake Investment Management Boca Raton, Florida $155M AUM 38.76% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Koppers (KOP) in Q2 2019, closing a stake of 1,621 shares — an estimated $42K sold.

Wealthspire Advisors (Maryland) first reported a position in KOP in Q3 2017 and held it in 7 quarters. The position peaked at $42K in Q1 2019. 157 funds tracked by Wall St. Rank hold KOP as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Koppers position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 1,621 Koppers shares in Q2 2019, an estimated $42K.
  • Wealthspire Advisors (Maryland) first reported a position in Koppers in Q3 2017 and held it in 7 quarters.
  • Wealthspire Advisors (Maryland)'s Koppers position peaked at $42K in Q1 2019.
  • 157 funds tracked by Wall St. Rank held Koppers as of Q2 2019.

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