WAM
LKSD

Wealthspire Advisors (Maryland)’s LSC Communications, Inc. LKSD Stock Holding History

Wealthspire Advisors (Maryland)’s Portfolio LKSD Stock Details LKSD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2018
Q4 		– Sell
-12
Closed – – 2647
2018
Q3 		$0 Buy
12
+2
+20% +$26 ﹤0.01% 2586
2018
Q2 		$0 Sell
10
-127
-93% -$1.84K ﹤0.01% 2661
2018
Q1 		$2K Sell
137
-64
-32% -$953 ﹤0.01% 2263
2017
Q4 		$3K Buy
201
+133
+196% +$2.12K ﹤0.01% 2057
2017
Q3 		$1K Sell
68
-27
-28% -$485 ﹤0.01% 2193
2017
Q2 		$2K Buy
95
+46
+94% +$1.05K ﹤0.01% 2035
2017
Q1 		$1K Sell
49
-5
-9% -$131 ﹤0.01% 1887
2016
Q4 		$2K Buy
+54
New +$1.28K ﹤0.01% 1590

Other funds holding LKSD

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
MF
Magnetar Financial Evanston, Illinois $9.84B AUM 190.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Wealthspire Advisors (Maryland)'s LKSD Position: Q4 2018 in Review

Wealthspire Advisors (Maryland) sold out of LSC Communications, Inc. (LKSD) in Q4 2018, closing a stake of 12 shares.

Wealthspire Advisors (Maryland) first reported a position in LKSD in Q4 2016 and held it in 8 quarters. The position peaked at $3K in Q4 2017. 159 funds tracked by Wall St. Rank hold LKSD as of Q4 2018.

  • Wealthspire Advisors (Maryland) reported no remaining LSC Communications, Inc. position as of Q4 2018 after selling out during the quarter.
  • Wealthspire Advisors (Maryland) sold 12 LSC Communications, Inc. shares in Q4 2018.
  • Wealthspire Advisors (Maryland) first reported a position in LSC Communications, Inc. in Q4 2016 and held it in 8 quarters.
  • Wealthspire Advisors (Maryland)'s LSC Communications, Inc. position peaked at $3K in Q4 2017.
  • 159 funds tracked by Wall St. Rank held LSC Communications, Inc. as of Q4 2018.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q4 2018, filed 14 Feb 2019.