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Wealthspire Advisors (Maryland)’s Littelfuse LFUS Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LFUS Stock Details LFUS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-274
Closed -$50K – 1307
2019
Q1 		$50K Sell
274
-63
-19% -$11.6K ﹤0.01% 894
2018
Q4 		$58K Sell
337
-84
-20% -$15K 0.01% 794
2018
Q3 		$83K Buy
421
+17
+4% +$3.74K 0.01% 762
2018
Q2 		$92K Sell
404
-11
-3% -$2.36K 0.01% 735
2018
Q1 		$86K Sell
415
-277
-40% -$58.1K 0.01% 767
2017
Q4 		$137K Sell
692
-39
-5% -$7.82K 0.01% 602
2017
Q3 		$143K Buy
731
+54
+8% +$9.8K 0.02% 581
2017
Q2 		$112K Buy
677
+95
+16% +$15.3K 0.01% 654
2017
Q1 		$93K Buy
582
+30
+5% +$4.75K 0.01% 624
2016
Q4 		$84K Sell
552
-27
-5% -$3.85K 0.01% 635
2016
Q3 		$75K Buy
579
+52
+10% +$6.37K 0.01% 663
2016
Q2 		$62K Buy
527
+160
+44% +$18.6K 0.01% 675
2016
Q1 		$45K Buy
367
+69
+23% +$7.6K 0.01% 731
2015
Q4 		$32K Buy
+298
New +$30.7K 0.01% 824

Other funds holding LFUS

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Neuberger Berman Group
Neuberger Berman Group New York $150B AUM 40.08% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Littelfuse (LFUS) in Q2 2019, closing a stake of 274 shares — an estimated $50K sold.

Wealthspire Advisors (Maryland) first reported a position in LFUS in Q4 2015 and held it in 14 quarters. The position peaked at $143K in Q3 2017. 328 funds tracked by Wall St. Rank hold LFUS as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Littelfuse position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 274 Littelfuse shares in Q2 2019, an estimated $50K.
  • Wealthspire Advisors (Maryland) first reported a position in Littelfuse in Q4 2015 and held it in 14 quarters.
  • Wealthspire Advisors (Maryland)'s Littelfuse position peaked at $143K in Q3 2017.
  • 328 funds tracked by Wall St. Rank held Littelfuse as of Q2 2019.

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