WAM
LION

Wealthspire Advisors (Maryland)’s Fidelity Southern Corporation LION Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-17
Closed – – 2468
2019
Q1 		$0 Hold
17
– – ﹤0.01% 2659
2018
Q4 		$0 Buy
+17
New +$401 ﹤0.01% 2654
2017
Q4 		– Sell
-4
Closed – – 2624
2017
Q3 		$0 Buy
+4
New +$88 ﹤0.01% 2576

Other funds holding LION

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
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
VI
Versor Investments New York $40.8M AUM 93.59% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
CCM
Castine Capital Management Boston, Massachusetts $129M AUM 23.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Wealthspire Advisors (Maryland) sold out of Fidelity Southern Corporation (LION) in Q2 2019, closing a stake of 17 shares.

Wealthspire Advisors (Maryland) first reported a position in LION in Q3 2017 and held it in 3 quarters. The position peaked at $0 in Q1 2019. 126 funds tracked by Wall St. Rank hold LION as of Q2 2019.

  • Wealthspire Advisors (Maryland) reported no remaining Fidelity Southern Corporation position as of Q2 2019 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 17 Fidelity Southern Corporation shares in Q2 2019.
  • Wealthspire Advisors (Maryland) first reported a position in Fidelity Southern Corporation in Q3 2017 and held it in 3 quarters.
  • Wealthspire Advisors (Maryland)'s Fidelity Southern Corporation position peaked at $0 in Q1 2019.
  • 126 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q2 2019.

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